+199.9%
NOW vs ZS
+618.8%
-418.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +0.9% |
| 7D | -3.0% | -16.9% | +13.9% | +4.8% |
| 30D | -26.0% | -7.4% | -18.6% | -23.6% |
| 3M | -13.1% | +21.6% | -34.7% | -20.8% |
| 6M | +14.5% | +42.4% | -27.9% | -6.0% |
| YTD | -33.4% | -12.1% | -21.3% | -33.0% |
| 1Y | -40.6% | -37.8% | -2.8% | -31.5% |
| 3Y | -16.3% | +20.9% | -37.2% | -28.9% |
| 5Y | -26.3% | -41.6% | +15.3% | -23.8% |
| All | +199.9% | +618.8% | -418.8% | +44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling