-21.5%
ZS vs AMIX
-100.0%
+78.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.4% |
| 7D | -2.6% | -9.9% | +7.2% | -2.6% |
| 30D | -12.8% | -52.8% | +39.9% | -12.2% |
| 3M | +2.3% | -80.0% | +82.3% | +3.7% |
| 6M | +26.3% | -80.2% | +106.5% | +23.5% |
| YTD | -14.4% | -88.1% | +73.7% | -16.3% |
| 1Y | -37.6% | -91.1% | +53.4% | -39.0% |
| All | -21.5% | -100.0% | +78.5% | -24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling