+104.8%
MMM vs ZS
+0.9%
+103.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.6% | +4.0% | -0.3% |
| 7D | -1.6% | -9.2% | +7.6% | -0.9% |
| 30D | -8.0% | -4.0% | -4.0% | -7.8% |
| 3M | +9.4% | +25.3% | -15.9% | +7.2% |
| 6M | +10.2% | -1.3% | +11.5% | +9.1% |
| YTD | +6.1% | -28.0% | +34.1% | +9.7% |
| 1Y | +10.8% | -42.5% | +53.3% | +18.5% |
| 3Y | +104.8% | +0.7% | +104.1% | +85.8% |
| All | +104.8% | +0.9% | +103.9% | +85.8% |
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