+113.0%
NVTS vs ZS
-37.1%
+150.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.5% | +10.8% | +7.0% |
| 7D | +2.7% | -7.8% | +10.5% | +4.0% |
| 30D | -4.5% | +5.0% | -9.5% | -5.6% |
| 3M | -61.5% | +25.5% | -87.1% | -63.2% |
| 6M | +28.0% | +8.7% | +19.3% | +23.2% |
| YTD | +65.3% | -24.5% | +89.8% | +82.5% |
| 1Y | +113.0% | -36.7% | +149.7% | +159.7% |
| All | +113.0% | -37.1% | +150.1% | +159.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling