+261.0%
NTAP vs ZS
+517.5%
-256.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.5% | +4.6% | +0.9% |
| 7D | -0.8% | -7.8% | +7.1% | +0.6% |
| 30D | -0.5% | +5.0% | -5.6% | -1.6% |
| 3M | +4.1% | +25.5% | -21.5% | -0.1% |
| 6M | +88.0% | +8.7% | +79.3% | +81.2% |
| YTD | +75.6% | -24.5% | +100.1% | +78.9% |
| 1Y | +58.9% | -36.7% | +95.6% | +66.3% |
| 3Y | +153.6% | +7.2% | +146.4% | +139.3% |
| 5Y | +127.6% | -40.9% | +168.6% | +120.9% |
| All | +261.0% | +517.5% | -256.5% | +130.7% |
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