+70.7%
NFLX vs ZS
+2.4%
+68.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.5% | -1.3% |
| 7D | -8.1% | -3.8% | -4.3% | -7.6% |
| 30D | -0.3% | -6.0% | +5.6% | +0.3% |
| 3M | -6.6% | +32.0% | -38.6% | -10.6% |
| 6M | -22.7% | +2.1% | -24.8% | -24.6% |
| YTD | -18.9% | -26.2% | +7.2% | -15.8% |
| 1Y | -39.8% | -41.2% | +1.3% | -34.6% |
| All | +70.7% | +2.4% | +68.4% | +53.5% |
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