+10.3%
ARM vs ZS
-38.2%
+48.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.1% | +7.8% | +5.2% |
| 7D | -15.2% | -16.9% | +1.7% | -13.0% |
| 30D | -40.7% | -7.4% | -33.2% | -39.7% |
| 3M | -39.1% | +21.6% | -60.7% | -40.2% |
| 6M | -26.4% | +42.4% | -68.8% | -28.6% |
| YTD | +59.7% | -12.1% | +71.9% | +59.5% |
| 1Y | +10.3% | -37.8% | +48.2% | +11.6% |
| All | +10.3% | -38.2% | +48.5% | +11.6% |
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