+229.0%
AMZN vs ZS
+517.5%
-288.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.5% | +4.3% | +1.0% |
| 7D | -3.0% | -7.8% | +4.9% | -0.9% |
| 30D | -5.2% | +5.0% | -10.2% | -7.0% |
| 3M | +1.9% | +25.5% | -23.7% | -5.1% |
| 6M | +19.2% | +8.7% | +10.5% | +10.5% |
| YTD | +12.0% | -24.5% | +36.5% | +14.4% |
| 1Y | +9.7% | -36.7% | +46.4% | +17.6% |
| 3Y | +87.2% | +7.2% | +80.0% | +66.7% |
| 5Y | +48.7% | -40.9% | +89.6% | +43.8% |
| All | +229.0% | +517.5% | -288.5% | +80.1% |
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