+503.2%
ZS vs AMC
-97.2%
+600.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.3% | -7.6% | +0.4% |
| 7D | -11.1% | +6.6% | -17.6% | -11.3% |
| 30D | -14.8% | +14.1% | -28.9% | -15.3% |
| 3M | +18.0% | +31.3% | -13.3% | +16.5% |
| 6M | +30.8% | +126.7% | -95.8% | +25.6% |
| YTD | -11.5% | +117.9% | -129.5% | -15.2% |
| 1Y | -37.8% | +41.1% | -78.9% | -39.4% |
| 3Y | +16.6% | -61.0% | +77.6% | +16.5% |
| 5Y | -43.6% | -99.1% | +55.6% | -39.5% |
| All | +503.2% | -97.2% | +600.4% | +695.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling