-0.3%
ZS vs NVMI
+207.9%
-208.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -0.9% | +0.4% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | -7.2% | -8.4% | +1.2% | -6.1% |
| 3M | +30.5% | -33.6% | +64.0% | +38.0% |
| 6M | +7.0% | -14.7% | +21.7% | +5.6% |
| YTD | -26.8% | +13.2% | -40.1% | -34.1% |
| 1Y | -42.6% | +29.0% | -71.6% | -50.5% |
| 3Y | -0.3% | +215.0% | -215.3% | -40.9% |
| All | -0.3% | +207.9% | -208.2% | -40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling