-31.6%
ZS vs NDAQ
+28.8%
-60.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.8% | -2.2% |
| 7D | -12.3% | +3.9% | -16.2% | -15.0% |
| 30D | +11.2% | +19.0% | -7.8% | -3.5% |
| 3M | +37.5% | +17.6% | +19.9% | +20.8% |
| 6M | +57.8% | +21.0% | +36.8% | +35.7% |
| YTD | -0.2% | +14.1% | -14.3% | -13.7% |
| 1Y | -31.6% | +29.4% | -61.1% | -41.8% |
| All | -31.6% | +28.8% | -60.5% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling