+86.1%
ARM vs ZS
-37.1%
+123.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.5% | +8.4% | +4.6% |
| 7D | +5.5% | -7.8% | +13.3% | +6.8% |
| 30D | -8.2% | +5.0% | -13.2% | -9.2% |
| 3M | -35.9% | +25.5% | -61.5% | -38.6% |
| 6M | +103.1% | +8.7% | +94.4% | +98.6% |
| YTD | +130.6% | -24.5% | +155.1% | +142.1% |
| 1Y | +86.1% | -36.7% | +122.8% | +125.1% |
| All | +86.1% | -37.1% | +123.2% | +125.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling