+54.7%
MNST vs ZS
+8.5%
+46.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | -0.5% |
| 7D | -6.5% | -7.8% | +1.3% | -6.3% |
| 30D | -7.2% | +5.0% | -12.3% | -7.4% |
| 3M | -1.0% | +25.5% | -26.6% | -1.8% |
| 6M | +11.5% | +8.7% | +2.8% | +10.4% |
| YTD | +14.3% | -24.5% | +38.8% | +16.4% |
| 1Y | +38.1% | -36.7% | +74.8% | +42.4% |
| All | +54.7% | +8.5% | +46.2% | +39.4% |
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 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