+76.0%
AMZN vs ZS
+0.7%
+75.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | +0.1% |
| 7D | -2.7% | -8.1% | +5.3% | -1.1% |
| 30D | -7.5% | -8.4% | +1.0% | -6.2% |
| 3M | +5.8% | +31.1% | -25.2% | -0.8% |
| 6M | +17.5% | +4.4% | +13.1% | +11.0% |
| YTD | +9.1% | -27.3% | +36.4% | +15.6% |
| 1Y | +9.4% | -41.4% | +50.7% | +24.6% |
| All | +76.0% | +0.7% | +75.3% | +47.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling