+48.9%
NVTS vs ZS
+9.6%
+39.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.4% | -6.0% | -6.2% |
| 7D | +3.9% | -2.6% | +6.6% | +5.0% |
| 30D | -4.3% | -12.8% | +8.5% | +1.0% |
| 3M | -34.5% | +2.3% | -36.8% | -35.8% |
| 6M | -57.7% | +26.3% | -84.0% | -64.3% |
| YTD | +25.4% | -14.4% | +39.8% | +29.1% |
| 1Y | +13.1% | -37.6% | +50.8% | +41.7% |
| 3Y | +48.9% | +8.0% | +40.9% | +25.9% |
| All | +48.9% | +9.6% | +39.3% | +25.9% |
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