+13.9%
IEMG vs ZS
-31.8%
+45.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -3.1% | -12.3% | +9.2% | -3.0% |
| 30D | -10.3% | +11.2% | -21.6% | -10.3% |
| 3M | -6.6% | +37.5% | -44.1% | -6.7% |
| 6M | -3.9% | +57.8% | -61.7% | -4.2% |
| YTD | +12.4% | -0.2% | +12.6% | +14.4% |
| 1Y | +13.9% | -31.6% | +45.5% | +17.6% |
| All | +13.9% | -31.8% | +45.7% | +17.6% |
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