+138.7%
NFLX vs ZS
+494.5%
-355.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | -8.1% | -8.1% | 0.0% | -6.0% |
| 30D | +1.6% | -8.4% | +10.1% | +3.5% |
| 3M | -7.3% | +31.1% | -38.4% | -14.4% |
| 6M | -21.6% | +4.4% | -26.0% | -26.0% |
| YTD | -18.9% | -27.3% | +8.4% | -16.3% |
| 1Y | -39.1% | -41.4% | +2.3% | -33.7% |
| 3Y | +71.7% | +1.7% | +70.0% | +52.5% |
| 5Y | +27.0% | -39.6% | +66.5% | +21.7% |
| All | +138.7% | +494.5% | -355.8% | +34.0% |
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