+87.0%
AMZN vs ZS
+9.6%
+77.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +2.8% | -2.6% | +5.5% | +3.3% |
| 30D | +5.0% | -12.8% | +17.8% | +7.1% |
| 3M | +0.6% | +2.3% | -1.7% | -0.8% |
| 6M | -1.3% | +26.3% | -27.6% | -10.0% |
| YTD | +15.5% | -14.4% | +30.0% | +17.8% |
| 1Y | +12.2% | -37.6% | +49.9% | +27.5% |
| 3Y | +87.0% | +8.0% | +79.0% | +64.4% |
| All | +87.0% | +9.6% | +77.4% | +64.4% |
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