+8.0%
ZS vs NXT
+175.5%
-167.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.5% |
| 7D | -2.6% | -9.4% | +6.8% | -2.1% |
| 30D | -12.8% | +15.1% | -27.9% | -13.6% |
| 3M | +2.3% | -9.1% | +11.4% | +2.7% |
| 6M | +26.3% | -30.3% | +56.6% | +27.7% |
| YTD | -14.4% | +9.1% | -23.5% | -17.8% |
| 1Y | -37.6% | +7.9% | -45.5% | -40.1% |
| 3Y | +8.0% | +176.5% | -168.5% | -11.7% |
| All | +8.0% | +175.5% | -167.5% | -11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling