+180.7%
EMR vs ZS
+599.9%
-419.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +2.8% | -2.6% | +5.5% | +3.1% |
| 30D | +3.7% | -12.8% | +16.5% | +4.8% |
| 3M | +2.0% | +2.3% | -0.3% | +1.4% |
| 6M | +22.1% | +26.3% | -4.2% | +17.9% |
| YTD | +27.2% | -14.4% | +41.7% | +26.8% |
| 1Y | +32.0% | -37.6% | +69.7% | +35.6% |
| 3Y | +103.3% | +8.0% | +95.2% | +96.6% |
| 5Y | +88.2% | -44.9% | +133.1% | +83.6% |
| All | +180.7% | +599.9% | -419.2% | +115.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling