+226.8%
AMZN vs ZS
+498.3%
-271.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.8% |
| 7D | -0.7% | -3.1% | +2.4% | +0.1% |
| 30D | -3.9% | -7.2% | +3.3% | -2.6% |
| 3M | +6.3% | +30.5% | -24.2% | -2.0% |
| 6M | +20.8% | +7.0% | +13.8% | +12.3% |
| YTD | +11.2% | -26.8% | +38.1% | +14.6% |
| 1Y | +11.7% | -42.6% | +54.3% | +23.1% |
| 3Y | +79.4% | -0.3% | +79.7% | +63.0% |
| 5Y | +48.0% | -39.2% | +87.2% | +42.3% |
| All | +226.8% | +498.3% | -271.6% | +80.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling