+1,101.8%
NBIS vs ZM
+36.9%
+1,064.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.3% |
| 7D | +17.8% | +0.3% | +17.4% | +17.4% |
| 30D | +30.5% | -10.3% | +40.8% | +35.6% |
| 3M | +9.2% | -0.7% | +9.9% | +7.2% |
| 6M | +153.2% | +24.8% | +128.3% | +110.6% |
| YTD | +187.1% | +11.5% | +175.7% | +152.7% |
| 1Y | +151.1% | +12.3% | +138.8% | +119.1% |
| All | +1,101.8% | +36.9% | +1,064.9% | +835.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling