+32.8%
NET vs ZS
-37.1%
+69.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.5% | +2.5% | +0.3% |
| 7D | -7.0% | -7.8% | +0.9% | -2.9% |
| 30D | -4.8% | +5.0% | -9.8% | -6.6% |
| 3M | +3.8% | +25.5% | -21.7% | -6.7% |
| 6M | +50.0% | +8.7% | +41.3% | +32.1% |
| YTD | +41.5% | -24.5% | +66.0% | +57.5% |
| 1Y | +32.8% | -36.7% | +69.5% | +62.6% |
| All | +32.8% | -37.1% | +69.9% | +62.6% |
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