+453.7%
MP vs ZS
+46.8%
+406.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.6% | +6.2% | +2.8% |
| 7D | +3.0% | -9.2% | +12.2% | +5.6% |
| 30D | +8.3% | -4.0% | +12.3% | +9.1% |
| 3M | -3.8% | +25.3% | -29.1% | -10.5% |
| 6M | -4.9% | -1.3% | -3.6% | -9.0% |
| YTD | +9.6% | -28.0% | +37.6% | +14.5% |
| 1Y | -11.7% | -42.5% | +30.8% | -1.8% |
| 3Y | +158.5% | +0.7% | +157.8% | +124.1% |
| 5Y | +68.9% | -42.3% | +111.2% | +62.9% |
| All | +453.7% | +46.8% | +406.9% | +377.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling