+12.4%
EMR vs ZS
-41.7%
+54.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +1.9% | +2.6% |
| 7D | -0.4% | -3.1% | +2.7% | -0.4% |
| 30D | -6.8% | -7.2% | +0.4% | -6.6% |
| 3M | +7.5% | +30.5% | -23.0% | +7.2% |
| 6M | +9.9% | +7.0% | +2.9% | +11.2% |
| YTD | +16.0% | -26.8% | +42.8% | +22.4% |
| 1Y | +12.4% | -42.6% | +55.0% | +22.2% |
| All | +12.4% | -41.7% | +54.1% | +22.2% |
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