+85.1%
MET vs ZS
-43.4%
+128.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.3% |
| 7D | -2.5% | -8.1% | +5.6% | -1.6% |
| 30D | 0.0% | -8.4% | +8.4% | +0.7% |
| 3M | +13.1% | +31.1% | -18.0% | +9.6% |
| 6M | +39.0% | +4.4% | +34.6% | +35.9% |
| YTD | +25.2% | -27.3% | +52.5% | +27.1% |
| 1Y | +25.6% | -41.4% | +67.0% | +30.3% |
| 3Y | +67.1% | +1.7% | +65.4% | +61.2% |
| 5Y | +85.1% | -39.6% | +124.7% | +76.4% |
| All | +85.1% | -43.4% | +128.6% | +76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling