+330.6%
AEM vs ZS
+0.7%
+329.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.3% | -2.8% |
| 7D | -5.0% | -8.1% | +3.0% | -4.7% |
| 30D | +8.5% | -8.4% | +16.9% | +8.9% |
| 3M | +29.3% | +31.1% | -1.8% | +27.3% |
| 6M | -12.9% | +4.4% | -17.3% | -13.3% |
| YTD | +16.8% | -27.3% | +44.1% | +20.2% |
| 1Y | +29.8% | -41.4% | +71.2% | +36.5% |
| All | +330.6% | +0.7% | +329.9% | +318.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling