-8.1%
PATH vs ZS
-38.2%
+30.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +1.3% |
| 7D | -5.3% | -16.9% | +11.6% | +2.4% |
| 30D | -0.5% | -7.4% | +6.9% | +2.2% |
| 3M | -7.1% | +21.6% | -28.7% | -16.0% |
| 6M | +23.8% | +42.4% | -18.6% | -2.4% |
| YTD | -20.7% | -12.1% | -8.6% | -25.1% |
| 1Y | -8.1% | -37.8% | +29.8% | -4.6% |
| All | -8.1% | -38.2% | +30.1% | -4.6% |
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