+38.4%
ZS vs NXT
+213.5%
-175.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.5% |
| 7D | -2.6% | -9.4% | +6.8% | -1.7% |
| 30D | -12.8% | +15.1% | -27.9% | -14.2% |
| 3M | +2.3% | -9.1% | +11.4% | +2.9% |
| 6M | +26.3% | -30.3% | +56.6% | +29.1% |
| YTD | -14.4% | +9.1% | -23.5% | -19.1% |
| 1Y | -37.6% | +7.9% | -45.5% | -41.1% |
| 3Y | +8.0% | +176.5% | -168.5% | -21.3% |
| All | +38.4% | +213.5% | -175.1% | -9.7% |
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