+236.9%
MU vs ZS
-41.1%
+277.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.6% | +12.5% | +11.9% |
| 7D | +2.0% | -13.7% | +15.7% | +1.8% |
| 30D | -18.0% | -14.2% | -3.8% | -18.1% |
| 3M | -6.6% | +8.5% | -15.1% | -4.3% |
| 6M | +2.0% | +30.2% | -28.1% | +6.3% |
| YTD | +184.5% | -13.8% | +198.3% | +232.8% |
| 1Y | +236.9% | -41.5% | +278.4% | +320.7% |
| All | +236.9% | -41.1% | +277.9% | +320.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling