+398.6%
ZS vs NDAQ
+269.5%
+129.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.0% |
| 7D | -3.1% | -5.6% | +2.5% | +0.9% |
| 30D | -7.2% | -4.4% | -2.9% | -4.2% |
| 3M | +30.5% | +5.9% | +24.6% | +24.5% |
| 6M | +7.0% | +7.7% | -0.8% | +1.6% |
| YTD | -26.8% | -5.2% | -21.7% | -24.2% |
| 1Y | -42.6% | -3.4% | -39.2% | -41.6% |
| 3Y | -0.3% | +85.6% | -85.9% | -36.5% |
| 5Y | -39.2% | +49.5% | -88.7% | -55.1% |
| All | +398.6% | +269.5% | +129.1% | +120.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling