+506.3%
ZS vs NVT
+731.8%
-225.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | -0.5% |
| 7D | -3.1% | +4.1% | -7.2% | -4.2% |
| 30D | -7.2% | -5.1% | -2.1% | -6.2% |
| 3M | +30.5% | -1.2% | +31.6% | +29.1% |
| 6M | +7.0% | +46.6% | -39.6% | -6.7% |
| YTD | -26.8% | +60.0% | -86.8% | -38.1% |
| 1Y | -42.6% | +70.8% | -113.4% | -52.6% |
| 3Y | -0.3% | +187.5% | -187.9% | -31.5% |
| 5Y | -39.2% | +426.1% | -465.3% | -63.6% |
| All | +506.3% | +731.8% | -225.5% | +250.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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