+195.2%
AMD vs ZS
-37.1%
+232.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.5% | +9.2% | +4.8% |
| 7D | +2.6% | -7.8% | +10.4% | +2.9% |
| 30D | -0.9% | +5.0% | -6.0% | -1.3% |
| 3M | -8.7% | +25.5% | -34.3% | -10.0% |
| 6M | +136.3% | +8.7% | +127.6% | +134.6% |
| YTD | +123.0% | -24.5% | +147.5% | +138.5% |
| 1Y | +195.2% | -36.7% | +231.9% | +248.2% |
| All | +195.2% | -37.1% | +232.3% | +248.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling