-36.7%
ZS vs AMRZ
-14.5%
-22.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.5% |
| 7D | -7.8% | -1.9% | -5.9% | -8.0% |
| 30D | +5.0% | -16.9% | +22.0% | +3.2% |
| 3M | +25.5% | -19.2% | +44.7% | +22.8% |
| 6M | +8.7% | -29.3% | +38.0% | +8.2% |
| YTD | -24.5% | -18.0% | -6.5% | -27.0% |
| 1Y | -36.7% | -15.1% | -21.6% | -40.6% |
| All | -36.7% | -14.5% | -22.2% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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