+40.5%
EEM vs ZS
-37.1%
+77.6%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.5% | +6.3% | +1.9% |
| 7D | +2.3% | -7.8% | +10.2% | +2.5% |
| 30D | +4.5% | +5.0% | -0.5% | +4.4% |
| 3M | -0.1% | +25.5% | -25.6% | -0.6% |
| 6M | +16.9% | +8.7% | +8.2% | +16.5% |
| YTD | +26.2% | -24.5% | +50.7% | +29.6% |
| 1Y | +40.5% | -36.7% | +77.2% | +48.9% |
| All | +40.5% | -37.1% | +77.6% | +48.9% |
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