+0.7%
ZS vs NXT
+100.2%
-99.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.1% | -5.8% | -4.7% |
| 7D | -9.2% | +2.9% | -12.1% | -9.4% |
| 30D | -4.0% | -17.2% | +13.3% | -2.9% |
| 3M | +25.3% | -32.0% | +57.3% | +28.0% |
| 6M | -1.3% | -15.8% | +14.5% | -2.2% |
| YTD | -28.0% | -1.9% | -26.1% | -30.5% |
| 1Y | -42.5% | +22.5% | -65.0% | -46.2% |
| 3Y | +0.7% | +100.5% | -99.8% | -13.0% |
| All | +0.7% | +100.2% | -99.4% | -13.0% |
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