+18.3%
ZS vs NXT
+173.5%
-155.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.2% | +0.5% |
| 7D | -3.1% | -1.9% | -1.2% | -2.9% |
| 30D | -7.2% | -20.0% | +12.8% | -5.2% |
| 3M | +30.5% | -30.7% | +61.2% | +34.6% |
| 6M | +7.0% | -29.0% | +35.9% | +8.3% |
| YTD | -26.8% | -4.8% | -22.0% | -29.8% |
| 1Y | -42.6% | +22.8% | -65.4% | -47.4% |
| 3Y | -0.3% | +93.9% | -94.2% | -20.9% |
| All | +18.3% | +173.5% | -155.2% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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