+395.4%
ZS vs EMB
+25.7%
+369.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -0.5% |
| 7D | -8.1% | -1.1% | -7.0% | -6.7% |
| 30D | -8.4% | -1.1% | -7.4% | -7.1% |
| 3M | +31.1% | -0.8% | +31.8% | +32.5% |
| 6M | +4.4% | -0.1% | +4.4% | +4.1% |
| YTD | -27.3% | +0.4% | -27.8% | -28.1% |
| 1Y | -41.4% | +3.3% | -44.6% | -44.2% |
| 3Y | +1.7% | +29.0% | -27.4% | -27.8% |
| 5Y | -39.6% | +6.3% | -45.9% | -47.1% |
| All | +395.4% | +25.7% | +369.6% | +275.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EMB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling