+322.4%
NET vs ZS
+34.7%
+287.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.4% |
| 7D | -16.4% | -12.3% | -4.1% | -9.5% |
| 30D | -25.8% | +11.2% | -37.1% | -30.1% |
| 3M | -11.5% | +37.5% | -49.0% | -26.6% |
| 6M | +18.9% | +57.8% | -38.9% | -16.2% |
| YTD | +35.2% | -0.2% | +35.4% | +27.8% |
| 1Y | +14.5% | -31.6% | +46.1% | +38.4% |
| All | +322.4% | +34.7% | +287.7% | +155.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling