+18.7%
NEE vs ZM
+13.6%
+5.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -1.3% | -5.7% | +4.3% | -1.7% |
| 30D | -3.3% | -9.1% | +5.8% | -3.8% |
| 3M | -2.3% | +3.5% | -5.8% | -1.8% |
| 6M | -8.9% | +25.7% | -34.5% | -8.8% |
| YTD | +4.8% | +10.8% | -6.0% | +4.9% |
| 1Y | +18.7% | +12.8% | +6.0% | +18.6% |
| All | +18.7% | +13.6% | +5.1% | +18.6% |
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 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