-40.7%
ZS vs NDAQ
+52.5%
-93.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.4% | +3.3% |
| 7D | -3.8% | -1.6% | -2.3% | -2.4% |
| 30D | -6.0% | -1.5% | -4.5% | -4.6% |
| 3M | +32.0% | +8.0% | +24.0% | +21.8% |
| 6M | +2.1% | +7.7% | -5.6% | -4.7% |
| YTD | -26.2% | -2.3% | -23.8% | -24.9% |
| 1Y | -41.2% | +0.6% | -41.7% | -42.2% |
| 3Y | +3.3% | +90.9% | -87.6% | -49.3% |
| 5Y | -40.7% | +52.5% | -93.2% | -63.9% |
| All | -40.7% | +52.5% | -93.2% | -63.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling