+124.8%
NTAP vs ZS
-40.8%
+165.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.6% | -4.9% | -2.8% |
| 7D | +2.2% | -3.8% | +6.0% | +2.9% |
| 30D | -7.0% | -6.0% | -1.0% | -6.2% |
| 3M | +12.3% | +32.0% | -19.7% | +5.8% |
| 6M | +85.1% | +2.1% | +83.0% | +78.9% |
| YTD | +74.8% | -26.2% | +100.9% | +79.3% |
| 1Y | +52.7% | -41.2% | +93.8% | +63.6% |
| 3Y | +147.7% | +3.3% | +144.3% | +131.3% |
| 5Y | +124.8% | -40.7% | +165.5% | +111.3% |
| All | +124.8% | -40.8% | +165.6% | +111.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling