-31.6%
ZS vs AMC
+38.0%
-69.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.3% | -7.6% | -1.1% |
| 7D | -12.3% | +17.7% | -30.0% | -13.9% |
| 30D | +11.2% | +26.2% | -14.9% | +8.3% |
| 3M | +37.5% | +31.3% | +6.2% | +32.9% |
| 6M | +57.8% | +142.8% | -84.9% | +37.3% |
| YTD | -0.2% | +125.6% | -125.9% | -15.4% |
| 1Y | -31.6% | +40.2% | -71.9% | -41.2% |
| All | -31.6% | +38.0% | -69.7% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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