+235.9%
NVDA vs ZS
+9.6%
+226.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.9% |
| 7D | -12.7% | -2.6% | -10.1% | -12.1% |
| 30D | -26.4% | -12.8% | -13.6% | -23.8% |
| 3M | -27.6% | +2.3% | -29.9% | -28.8% |
| 6M | -27.7% | +26.3% | -54.0% | -36.0% |
| YTD | -12.5% | -14.4% | +2.0% | -10.3% |
| 1Y | -12.6% | -37.6% | +25.0% | +3.4% |
| 3Y | +235.9% | +8.0% | +227.9% | +166.6% |
| All | +235.9% | +9.6% | +226.4% | +166.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling