+950.8%
MU vs ZS
+9.6%
+941.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +12.8% | -2.6% | +15.4% | +13.4% |
| 30D | -14.9% | -12.8% | -2.0% | -12.2% |
| 3M | -18.0% | +2.3% | -20.3% | -18.3% |
| 6M | -3.1% | +26.3% | -29.4% | -11.7% |
| YTD | +172.9% | -14.4% | +187.3% | +186.1% |
| 1Y | +228.8% | -37.6% | +266.5% | +298.4% |
| 3Y | +950.8% | +8.0% | +942.8% | +755.8% |
| All | +950.8% | +9.6% | +941.3% | +755.8% |
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