+41.5%
NU vs ZM
-51.0%
+92.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | -4.9% | -5.7% | +0.8% | -2.2% |
| 30D | +7.8% | -9.1% | +16.9% | +12.1% |
| 3M | +20.9% | +3.5% | +17.4% | +16.4% |
| 6M | +0.9% | +25.7% | -24.8% | -15.8% |
| YTD | -12.7% | +10.8% | -23.4% | -22.5% |
| 1Y | -6.4% | +12.8% | -19.2% | -18.5% |
| 3Y | +98.1% | +33.1% | +65.0% | +50.0% |
| All | +41.5% | -51.0% | +92.6% | +71.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling