+487.3%
ZS vs AMC
-97.2%
+584.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -13.7% | -2.8% | -10.8% | -13.6% |
| 30D | -14.2% | +14.0% | -28.2% | -14.7% |
| 3M | +8.5% | +42.5% | -34.0% | +6.9% |
| 6M | +30.2% | +142.6% | -112.4% | +24.6% |
| YTD | -13.8% | +119.2% | -133.1% | -17.5% |
| 1Y | -41.5% | +40.7% | -82.2% | -43.0% |
| 3Y | +10.7% | -57.3% | +68.0% | +10.2% |
| 5Y | -43.6% | -99.1% | +55.5% | -39.6% |
| All | +487.3% | -97.2% | +584.5% | +674.5% |
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