+147.2%
NXPI vs ZS
+599.9%
-452.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | +6.8% | -2.6% | +9.4% | +7.4% |
| 30D | +20.0% | -12.8% | +32.9% | +23.3% |
| 3M | +14.8% | +2.3% | +12.5% | +12.6% |
| 6M | -10.5% | +26.3% | -36.7% | -18.8% |
| YTD | +23.7% | -14.4% | +38.2% | +21.2% |
| 1Y | +34.1% | -37.6% | +71.7% | +41.8% |
| 3Y | +51.2% | +8.0% | +43.2% | +36.1% |
| 5Y | +33.4% | -44.9% | +78.3% | +29.3% |
| All | +147.2% | +599.9% | -452.7% | +37.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling