+51.1%
NEM vs ZS
-31.8%
+82.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.3% | +10.2% | +9.9% |
| 7D | +3.7% | -12.3% | +15.9% | +3.5% |
| 30D | +2.0% | +11.2% | -9.2% | +2.1% |
| 3M | +21.1% | +37.5% | -16.4% | +21.6% |
| 6M | +9.5% | +57.8% | -48.3% | +12.5% |
| YTD | +19.1% | -0.2% | +19.3% | +25.7% |
| 1Y | +51.1% | -31.6% | +82.7% | +57.3% |
| All | +51.1% | -31.8% | +82.9% | +57.3% |
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