+16.1%
NXPI vs ZS
-40.8%
+56.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -0.9% |
| 7D | -2.3% | -3.8% | +1.6% | -1.4% |
| 30D | -4.3% | -6.0% | +1.7% | -3.3% |
| 3M | -24.7% | +32.0% | -56.7% | -30.6% |
| 6M | +9.7% | +2.1% | +7.6% | +3.8% |
| YTD | +3.8% | -26.2% | +29.9% | +7.3% |
| 1Y | +1.6% | -41.2% | +42.8% | +12.1% |
| 3Y | +16.0% | +3.3% | +12.7% | +3.8% |
| 5Y | +16.1% | -40.7% | +56.8% | +9.0% |
| All | +16.1% | -40.8% | +56.9% | +9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling