+55.2%
EWT vs ZS
-31.8%
+87.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | -10.9% | -12.3% | +1.4% | -10.6% |
| 30D | -17.7% | +11.2% | -28.9% | -17.8% |
| 3M | -5.0% | +37.5% | -42.5% | -5.5% |
| 6M | +7.4% | +57.8% | -50.5% | +5.4% |
| YTD | +52.8% | -0.2% | +53.0% | +55.6% |
| 1Y | +55.2% | -31.6% | +86.8% | +59.2% |
| All | +55.2% | -31.8% | +87.0% | +59.2% |
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