-67.1%
ZM vs NBIX
+59.9%
-127.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -5.7% | +0.4% | -6.1% | -5.8% |
| 30D | -9.1% | -0.2% | -8.9% | -9.2% |
| 3M | +3.5% | -4.0% | +7.5% | +3.8% |
| 6M | +25.7% | +20.6% | +5.1% | +18.7% |
| YTD | +10.8% | +10.1% | +0.6% | +6.7% |
| 1Y | +12.8% | +8.8% | +4.0% | +8.5% |
| 3Y | +33.1% | +42.5% | -9.3% | +10.9% |
| All | -67.1% | +59.9% | -127.0% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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