+60.2%
EMR vs ZS
-0.2%
+60.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.6% | +4.2% | +0.2% |
| 7D | +3.1% | -9.2% | +12.3% | +4.3% |
| 30D | -3.5% | -4.0% | +0.5% | -3.2% |
| 3M | +9.8% | +25.3% | -15.5% | +5.9% |
| 6M | +10.8% | -1.3% | +12.1% | +8.8% |
| YTD | +15.9% | -28.0% | +43.9% | +21.8% |
| 1Y | +16.4% | -42.5% | +58.9% | +28.7% |
| All | +60.2% | -0.2% | +60.4% | +51.7% |
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