+140.9%
NOK vs ZS
-41.7%
+182.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.6% | +4.2% | +4.7% |
| 7D | +11.0% | -3.1% | +14.1% | +11.3% |
| 30D | +7.8% | -7.2% | +15.1% | +8.5% |
| 3M | -21.0% | +30.5% | -51.5% | -23.5% |
| 6M | +40.9% | +7.0% | +33.9% | +40.3% |
| YTD | +72.0% | -26.8% | +98.9% | +90.9% |
| 1Y | +140.9% | -42.6% | +183.5% | +190.4% |
| All | +140.9% | -41.7% | +182.6% | +190.4% |
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