-6.3%
NVTS vs ZS
-46.1%
+39.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.6% | +6.3% | +4.0% |
| 7D | +9.7% | -9.2% | +18.9% | +14.7% |
| 30D | -13.6% | -4.0% | -9.6% | -13.2% |
| 3M | -51.0% | +25.3% | -76.3% | -57.5% |
| 6M | +46.3% | -1.3% | +47.6% | +32.3% |
| YTD | +68.1% | -28.0% | +96.1% | +79.7% |
| 1Y | +113.9% | -42.5% | +156.4% | +159.6% |
| 3Y | +45.3% | +0.7% | +44.6% | +20.7% |
| All | -6.3% | -46.1% | +39.8% | -1.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling