+196.1%
NOW vs ZS
+602.6%
-406.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -1.7% | -5.2% | +3.6% | +0.6% |
| 30D | -27.4% | -15.5% | -11.9% | -21.9% |
| 3M | -19.4% | +9.0% | -28.4% | -23.1% |
| 6M | +13.1% | +32.2% | -19.1% | -4.0% |
| YTD | -34.3% | -14.1% | -20.2% | -33.2% |
| 1Y | -41.8% | -39.1% | -2.7% | -32.1% |
| 3Y | -20.7% | +10.4% | -31.1% | -30.0% |
| 5Y | -27.2% | -44.6% | +17.4% | -23.1% |
| All | +196.1% | +602.6% | -406.5% | +44.5% |
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 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