-6.7%
AXP vs ZS
-31.8%
+25.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.2% |
| 7D | +4.6% | -12.3% | +16.9% | +5.4% |
| 30D | +9.7% | +11.2% | -1.5% | +8.7% |
| 3M | -3.8% | +37.5% | -41.3% | -6.5% |
| 6M | +4.8% | +57.8% | -53.0% | -1.9% |
| YTD | -9.1% | -0.2% | -8.9% | -11.3% |
| 1Y | -6.7% | -31.6% | +24.9% | -5.6% |
| All | -6.7% | -31.8% | +25.1% | -5.6% |
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