-67.1%
ZM vs NI
+96.9%
-164.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -5.7% | 0.0% | -5.7% | -5.7% |
| 30D | -9.1% | -1.4% | -7.7% | -8.9% |
| 3M | +3.5% | -10.6% | +14.1% | +5.2% |
| 6M | +25.7% | -9.3% | +35.0% | +27.0% |
| YTD | +10.8% | +1.1% | +9.6% | +9.2% |
| 1Y | +12.8% | +3.4% | +9.4% | +10.3% |
| 3Y | +33.1% | +67.9% | -34.7% | +15.4% |
| All | -67.1% | +96.9% | -164.0% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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