+248.8%
NBIS vs ZM
+21.7%
+227.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.3% | +4.2% | +6.9% |
| 7D | +8.2% | +2.9% | +5.3% | +7.7% |
| 30D | +3.4% | +0.7% | +2.7% | +2.5% |
| 3M | -12.8% | -3.7% | -9.1% | -10.6% |
| 6M | +131.5% | +29.9% | +101.7% | +111.8% |
| YTD | +170.5% | +17.4% | +153.0% | +156.7% |
| 1Y | +248.8% | +22.4% | +226.4% | +243.5% |
| All | +248.8% | +21.7% | +227.1% | +243.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 1y: compounded portfolio wealth divided by compounded ZM 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…
1y analysis · Full analysis span regression · 6 months rolling