+513.0%
AEM vs ZS
+517.5%
-4.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | -0.9% |
| 7D | -0.5% | -7.8% | +7.3% | -0.1% |
| 30D | +24.0% | +5.0% | +19.0% | +23.6% |
| 3M | +16.1% | +25.5% | -9.4% | +14.5% |
| 6M | -11.6% | +8.7% | -20.3% | -12.7% |
| YTD | +21.5% | -24.5% | +46.1% | +22.5% |
| 1Y | +39.2% | -36.7% | +75.9% | +41.7% |
| 3Y | +347.4% | +7.2% | +340.2% | +337.0% |
| 5Y | +290.1% | -40.9% | +331.1% | +282.8% |
| All | +513.0% | +517.5% | -4.4% | +470.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling