+38.3%
IEMG vs ZS
-37.1%
+75.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.5% | +6.2% | +1.7% |
| 7D | +2.2% | -7.8% | +10.1% | +2.4% |
| 30D | +4.6% | +5.0% | -0.4% | +4.4% |
| 3M | +0.4% | +25.5% | -25.2% | -0.2% |
| 6M | +16.4% | +8.7% | +7.7% | +15.9% |
| YTD | +25.4% | -24.5% | +49.9% | +28.6% |
| 1Y | +38.3% | -36.7% | +75.0% | +46.2% |
| All | +38.3% | -37.1% | +75.4% | +46.2% |
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