+65.0%
MET vs ZS
+2.4%
+62.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -0.1% |
| 7D | -0.8% | -3.8% | +3.1% | -0.3% |
| 30D | -1.4% | -6.0% | +4.6% | -0.8% |
| 3M | +12.5% | +32.0% | -19.5% | +8.1% |
| 6M | +37.1% | +2.1% | +35.0% | +33.6% |
| YTD | +23.8% | -26.2% | +49.9% | +27.0% |
| 1Y | +24.1% | -41.2% | +65.3% | +32.0% |
| All | +65.0% | +2.4% | +62.6% | +46.1% |
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