+180.8%
NOK vs ZS
+0.7%
+180.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.1% |
| 7D | +8.7% | -8.1% | +16.8% | +9.6% |
| 30D | +12.5% | -8.4% | +20.9% | +13.4% |
| 3M | -20.7% | +31.1% | -51.8% | -23.5% |
| 6M | +36.2% | +4.4% | +31.8% | +34.0% |
| YTD | +64.1% | -27.3% | +91.5% | +69.7% |
| 1Y | +132.4% | -41.4% | +173.7% | +147.3% |
| All | +180.8% | +0.7% | +180.0% | +151.0% |
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 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