+287.6%
NTAP vs ZS
+498.3%
-210.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.6% | +7.9% | +8.4% |
| 7D | +7.4% | -3.1% | +10.5% | +7.9% |
| 30D | -1.4% | -7.2% | +5.8% | -0.4% |
| 3M | +24.6% | +30.5% | -5.9% | +18.7% |
| 6M | +105.9% | +7.0% | +98.9% | +98.9% |
| YTD | +88.5% | -26.8% | +115.4% | +93.0% |
| 1Y | +62.1% | -42.6% | +104.7% | +72.4% |
| 3Y | +169.1% | -0.3% | +169.4% | +156.8% |
| 5Y | +141.9% | -39.2% | +181.1% | +134.1% |
| All | +287.6% | +498.3% | -210.7% | +148.9% |
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 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