+97.9%
EWT vs ZS
-37.1%
+134.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.5% | +6.4% | +2.0% |
| 7D | +4.0% | -7.8% | +11.8% | +4.3% |
| 30D | +10.3% | +5.0% | +5.3% | +10.0% |
| 3M | +6.1% | +25.5% | -19.5% | +4.9% |
| 6M | +56.6% | +8.7% | +47.9% | +54.6% |
| YTD | +76.6% | -24.5% | +101.1% | +82.4% |
| 1Y | +97.9% | -36.7% | +134.6% | +111.9% |
| All | +97.9% | -37.1% | +134.9% | +111.9% |
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