+32.0%
EMR vs ZS
-39.0%
+71.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +2.8% | -2.6% | +5.5% | +2.9% |
| 30D | +3.7% | -12.8% | +16.5% | +3.8% |
| 3M | +2.0% | +2.3% | -0.3% | +2.4% |
| 6M | +22.1% | +26.3% | -4.2% | +23.3% |
| YTD | +27.2% | -14.4% | +41.7% | +33.8% |
| 1Y | +32.0% | -37.6% | +69.7% | +44.6% |
| All | +32.0% | -39.0% | +71.0% | +44.6% |
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