-1.0%
NCLH vs ZS
-31.8%
+30.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.3% | +7.1% | +6.8% |
| 7D | +15.8% | -12.3% | +28.1% | +15.5% |
| 30D | +25.1% | +11.2% | +13.9% | +25.2% |
| 3M | -7.3% | +37.5% | -44.8% | -6.9% |
| 6M | +8.1% | +57.8% | -49.7% | +7.2% |
| YTD | -16.7% | -0.2% | -16.5% | -14.2% |
| 1Y | -1.0% | -31.6% | +30.6% | +6.8% |
| All | -1.0% | -31.8% | +30.8% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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