-78.0%
PATH vs ZS
-7.6%
-70.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -4.5% | -12.1% | -13.9% |
| 7D | -16.3% | -7.8% | -8.5% | -11.8% |
| 30D | +9.9% | +5.0% | +4.9% | +7.1% |
| 3M | +30.2% | +25.5% | +4.6% | +14.6% |
| 6M | +37.2% | +8.7% | +28.5% | +22.7% |
| YTD | -7.3% | -24.5% | +17.2% | +2.4% |
| 1Y | +40.0% | -36.7% | +76.7% | +70.8% |
| 3Y | -4.4% | +7.2% | -11.6% | -20.0% |
| 5Y | -76.0% | -40.9% | -35.1% | -75.4% |
| All | -78.0% | -7.6% | -70.4% | -82.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling