-6.4%
NU vs ZM
+13.6%
-20.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | -4.9% | -5.7% | +0.8% | -4.3% |
| 30D | +7.8% | -9.1% | +16.9% | +8.8% |
| 3M | +20.9% | +3.5% | +17.4% | +19.5% |
| 6M | +0.9% | +25.7% | -24.8% | -9.0% |
| YTD | -12.7% | +10.8% | -23.4% | -17.9% |
| 1Y | -6.4% | +12.8% | -19.2% | -13.8% |
| All | -6.4% | +13.6% | -20.0% | -13.8% |
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