+15.8%
NXPI vs ZS
+2.4%
+13.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -0.7% |
| 7D | -2.3% | -3.8% | +1.6% | -1.6% |
| 30D | -4.3% | -6.0% | +1.7% | -3.6% |
| 3M | -24.7% | +32.0% | -56.7% | -29.2% |
| 6M | +9.7% | +2.1% | +7.6% | +5.6% |
| YTD | +3.8% | -26.2% | +29.9% | +10.3% |
| 1Y | +1.6% | -41.2% | +42.8% | +16.3% |
| All | +15.8% | +2.4% | +13.4% | -3.1% |
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