-76.2%
AAL vs ZS
+494.5%
-570.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.4% |
| 7D | -0.9% | -8.1% | +7.1% | +0.4% |
| 30D | -16.0% | -8.4% | -7.5% | -15.0% |
| 3M | -4.2% | +31.1% | -35.3% | -8.8% |
| 6M | +15.7% | +4.4% | +11.3% | +11.8% |
| YTD | -16.2% | -27.3% | +11.1% | -14.3% |
| 1Y | +0.2% | -41.4% | +41.6% | +5.9% |
| 3Y | -8.1% | +1.7% | -9.8% | -12.9% |
| 5Y | -32.2% | -39.6% | +7.4% | -34.9% |
| All | -76.2% | +494.5% | -570.7% | -82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ZS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling