+40.0%
PATH vs ZS
-37.1%
+77.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -4.5% | -12.1% | -14.5% |
| 7D | -16.3% | -7.8% | -8.5% | -12.8% |
| 30D | +9.9% | +5.0% | +4.9% | +8.1% |
| 3M | +30.2% | +25.5% | +4.6% | +19.1% |
| 6M | +37.2% | +8.7% | +28.5% | +23.4% |
| YTD | -7.3% | -24.5% | +17.2% | -0.6% |
| 1Y | +40.0% | -36.7% | +76.7% | +65.2% |
| All | +40.0% | -37.1% | +77.1% | +65.2% |
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