-31.6%
ZS vs NVMI
-11.6%
-20.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.5% |
| 7D | -12.3% | -11.8% | -0.5% | -13.4% |
| 30D | +11.2% | -24.8% | +36.0% | +7.4% |
| 3M | +37.5% | -28.6% | +66.1% | +32.9% |
| 6M | +57.8% | -40.0% | +97.8% | +51.1% |
| YTD | -0.2% | -10.1% | +9.8% | -9.7% |
| 1Y | -31.6% | -9.8% | -21.9% | -38.5% |
| All | -31.6% | -11.6% | -20.1% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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