+311.9%
AEM vs ZS
-42.5%
+354.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | +0.2% |
| 7D | +3.0% | -3.8% | +6.8% | +3.2% |
| 30D | +12.5% | -6.0% | +18.5% | +12.8% |
| 3M | +26.9% | +32.0% | -5.1% | +24.6% |
| 6M | -9.4% | +2.1% | -11.6% | -10.2% |
| YTD | +20.3% | -26.2% | +46.4% | +21.9% |
| 1Y | +33.8% | -41.2% | +74.9% | +37.9% |
| 3Y | +349.8% | +3.3% | +346.5% | +338.6% |
| All | +311.9% | -42.5% | +354.4% | +281.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling