-76.8%
PATH vs ZS
-38.9%
-37.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.2% | +5.5% | +1.6% |
| 7D | -5.6% | -17.7% | +12.1% | +5.4% |
| 30D | -0.7% | -3.9% | +3.3% | +0.7% |
| 3M | -5.9% | +26.1% | -32.0% | -19.6% |
| 6M | +21.6% | +44.2% | -22.6% | -10.3% |
| YTD | -20.6% | -9.4% | -11.3% | -23.2% |
| 1Y | -10.6% | -37.1% | +26.5% | +7.7% |
| 3Y | -24.9% | +24.0% | -48.9% | -43.8% |
| 5Y | -76.8% | -39.8% | -37.1% | -78.8% |
| All | -76.8% | -38.9% | -37.9% | -78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling