+228.9%
ARM vs ZS
+18.6%
+210.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.1% | +7.8% | +5.9% |
| 7D | -15.2% | -16.9% | +1.7% | -9.1% |
| 30D | -40.7% | -7.4% | -33.2% | -38.9% |
| 3M | -39.1% | +21.6% | -60.7% | -44.7% |
| 6M | -26.4% | +42.4% | -68.8% | -41.1% |
| YTD | +59.7% | -12.1% | +71.9% | +61.7% |
| 1Y | +10.3% | -37.8% | +48.2% | +38.1% |
| 3Y | +228.9% | +20.9% | +207.9% | +146.7% |
| All | +228.9% | +18.6% | +210.2% | +146.7% |
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