+1,449.6%
NET vs ZS
+244.1%
+1,205.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.5% | +2.5% | +1.2% |
| 7D | -7.0% | -7.8% | +0.9% | -1.4% |
| 30D | -4.8% | +5.0% | -9.8% | -7.9% |
| 3M | +3.8% | +25.5% | -21.7% | -12.0% |
| 6M | +50.0% | +8.7% | +41.3% | +29.3% |
| YTD | +41.5% | -24.5% | +66.0% | +58.1% |
| 1Y | +32.8% | -36.7% | +69.5% | +67.1% |
| 3Y | +335.9% | +7.2% | +328.7% | +253.4% |
| 5Y | +113.8% | -40.9% | +154.7% | +166.7% |
| All | +1,449.6% | +244.1% | +1,205.4% | +698.8% |
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 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