+1,371.2%
MU vs ZS
+8.5%
+1,362.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.5% | +10.6% | +7.0% |
| 7D | +9.0% | -7.8% | +16.8% | +10.6% |
| 30D | +13.8% | +5.0% | +8.8% | +12.2% |
| 3M | +2.1% | +25.5% | -23.5% | -3.7% |
| 6M | +153.8% | +8.7% | +145.1% | +135.6% |
| YTD | +256.4% | -24.5% | +280.9% | +279.7% |
| 1Y | +719.8% | -36.7% | +756.5% | +841.1% |
| All | +1,371.2% | +8.5% | +1,362.7% | +1,202.5% |
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