+4,063.6%
AMD vs ZS
+517.5%
+3,546.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.5% | +9.2% | +6.2% |
| 7D | +2.6% | -7.8% | +10.4% | +5.3% |
| 30D | -0.9% | +5.0% | -6.0% | -3.6% |
| 3M | -8.7% | +25.5% | -34.3% | -17.1% |
| 6M | +136.3% | +8.7% | +127.6% | +112.5% |
| YTD | +123.0% | -24.5% | +147.5% | +127.9% |
| 1Y | +195.2% | -36.7% | +231.9% | +220.0% |
| 3Y | +336.3% | +7.2% | +329.1% | +270.4% |
| 5Y | +334.5% | -40.9% | +375.4% | +326.1% |
| All | +4,063.6% | +517.5% | +3,546.2% | +1,883.7% |
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 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