+2,490.2%
NVDL vs ZS
+28.1%
+2,462.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.5% |
| 7D | -10.3% | -3.1% | -7.2% | -8.8% |
| 30D | -7.1% | -7.2% | +0.1% | -3.6% |
| 3M | +6.6% | +30.5% | -23.9% | -10.0% |
| 6M | +21.1% | +7.0% | +14.1% | +3.9% |
| YTD | +15.2% | -26.8% | +42.1% | +25.9% |
| 1Y | +18.8% | -42.6% | +61.4% | +54.2% |
| 3Y | +649.9% | -0.3% | +650.2% | +567.7% |
| All | +2,490.2% | +28.1% | +2,462.0% | +1,866.5% |
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