+45.2%
NU vs ZM
-50.7%
+95.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.0% |
| 7D | -2.6% | +0.3% | -2.9% | -2.9% |
| 30D | +8.2% | -10.3% | +18.5% | +13.3% |
| 3M | +26.3% | -0.7% | +26.9% | +24.2% |
| 6M | +2.2% | +24.8% | -22.6% | -14.3% |
| YTD | -10.4% | +11.5% | -21.9% | -20.7% |
| 1Y | -3.0% | +12.3% | -15.3% | -15.3% |
| 3Y | +120.3% | +33.5% | +86.8% | +66.7% |
| All | +45.2% | -50.7% | +95.9% | +75.4% |
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