-10.8%
NVTS vs ZS
-31.8%
+21.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.0% |
| 7D | -0.3% | -12.3% | +11.9% | +1.5% |
| 30D | -24.4% | +11.2% | -35.6% | -25.2% |
| 3M | -26.5% | +37.5% | -64.0% | -29.7% |
| 6M | -41.4% | +57.8% | -99.2% | -46.2% |
| YTD | +30.7% | -0.2% | +30.9% | +41.1% |
| 1Y | -10.8% | -31.6% | +20.8% | +12.4% |
| All | -10.8% | -31.8% | +21.0% | +12.4% |
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