+2,622.7%
NVDL vs ZM
+24.1%
+2,598.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.6% |
| 7D | -0.8% | +0.3% | -1.2% | -1.0% |
| 30D | +3.4% | -10.3% | +13.7% | +9.8% |
| 3M | +8.1% | -0.7% | +8.8% | +7.5% |
| 6M | +31.9% | +24.8% | +7.1% | +10.2% |
| YTD | +21.1% | +11.5% | +9.6% | +7.3% |
| 1Y | +34.0% | +12.3% | +21.7% | +16.4% |
| 3Y | +677.9% | +33.5% | +644.5% | +487.8% |
| All | +2,622.7% | +24.1% | +2,598.7% | +1,894.9% |
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