-20.5%
ZS vs AMIX
-99.9%
+79.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +8.8% | -10.9% | -2.2% |
| 7D | -13.4% | +11.4% | -24.8% | -13.5% |
| 30D | -16.6% | -40.5% | +23.9% | -16.2% |
| 3M | +10.3% | -80.1% | +90.4% | +11.9% |
| 6M | +28.1% | -74.8% | +103.0% | +25.0% |
| YTD | -13.3% | -84.0% | +70.6% | -15.4% |
| 1Y | -40.7% | -89.7% | +49.0% | -42.2% |
| All | -20.5% | -99.9% | +79.5% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling