+70.7%
EEM vs ZS
+9.6%
+61.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +2.7% | -2.6% | +5.3% | +2.9% |
| 30D | -5.4% | -12.8% | +7.4% | -4.5% |
| 3M | -8.6% | +2.3% | -10.9% | -8.9% |
| 6M | -8.9% | +26.3% | -35.2% | -11.7% |
| YTD | +11.9% | -14.4% | +26.4% | +13.4% |
| 1Y | +13.1% | -37.6% | +50.7% | +19.5% |
| 3Y | +70.7% | +8.0% | +62.6% | +54.8% |
| All | +70.7% | +9.6% | +61.1% | +54.8% |
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