+153.1%
NEE vs ZS
+498.3%
-345.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | -1.3% | -3.1% | +1.8% | -1.2% |
| 30D | -3.3% | -7.2% | +3.9% | -3.0% |
| 3M | -2.3% | +30.5% | -32.7% | -3.8% |
| 6M | -8.9% | +7.0% | -15.8% | -10.1% |
| YTD | +4.8% | -26.8% | +31.6% | +5.7% |
| 1Y | +18.7% | -42.6% | +61.3% | +21.7% |
| 3Y | +33.2% | -0.3% | +33.6% | +29.2% |
| 5Y | +10.9% | -39.2% | +50.1% | +7.9% |
| All | +153.1% | +498.3% | -345.3% | +121.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling