+43.0%
NVTS vs ZS
+2.4%
+40.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.6% | -5.9% | -4.4% |
| 7D | +3.5% | -3.8% | +7.3% | +4.7% |
| 30D | -11.9% | -6.0% | -5.9% | -10.7% |
| 3M | -49.2% | +32.0% | -81.2% | -55.8% |
| 6M | +38.4% | +2.1% | +36.3% | +26.3% |
| YTD | +62.5% | -26.2% | +88.6% | +77.6% |
| 1Y | +101.4% | -41.2% | +142.5% | +151.9% |
| All | +43.0% | +2.4% | +40.7% | +17.8% |
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