-42.6%
ZS vs AEIS
+81.9%
-124.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.9% | -4.3% | +0.9% |
| 7D | -3.1% | +2.3% | -5.4% | -3.0% |
| 30D | -7.2% | -14.8% | +7.6% | -8.2% |
| 3M | +30.5% | -15.6% | +46.1% | +29.1% |
| 6M | +7.0% | -8.7% | +15.7% | +5.8% |
| YTD | -26.8% | +37.3% | -64.2% | -32.7% |
| 1Y | -42.6% | +80.3% | -122.9% | -52.3% |
| All | -42.6% | +81.9% | -124.5% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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