+59.7%
TEM vs ZS
-12.5%
+72.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.1% | +1.7% |
| 7D | +3.2% | -9.2% | +12.5% | +8.0% |
| 30D | +23.5% | -4.0% | +27.5% | +24.9% |
| 3M | +32.3% | +25.3% | +7.0% | +17.3% |
| 6M | +23.0% | -1.3% | +24.3% | +12.7% |
| YTD | +8.9% | -28.0% | +36.9% | +23.9% |
| 1Y | -19.9% | -42.5% | +22.6% | +8.2% |
| All | +59.7% | -12.5% | +72.2% | +47.9% |
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