+212.8%
EWY vs ZS
+0.7%
+212.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.6% | -2.6% | -4.0% |
| 7D | +1.2% | -8.1% | +9.3% | +2.1% |
| 30D | +9.3% | -8.4% | +17.7% | +10.1% |
| 3M | +2.4% | +31.1% | -28.6% | -1.3% |
| 6M | +40.3% | +4.4% | +35.9% | +37.0% |
| YTD | +88.0% | -27.3% | +115.3% | +94.5% |
| 1Y | +143.8% | -41.4% | +185.2% | +162.1% |
| All | +212.8% | +0.7% | +212.0% | +182.8% |
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