+33.0%
ZM vs NUE
+59.2%
-26.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -2.7% | -2.7% | -0.1% | -2.2% |
| 30D | -10.0% | -6.1% | -3.9% | -9.0% |
| 3M | +1.6% | +2.2% | -0.6% | +0.9% |
| 6M | +25.0% | +50.8% | -25.8% | +13.9% |
| YTD | +10.6% | +57.5% | -46.9% | -0.7% |
| 1Y | +14.0% | +82.5% | -68.5% | -1.7% |
| All | +33.0% | +59.2% | -26.2% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 3y: compounded portfolio wealth divided by compounded NUE 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…
3y analysis · Full analysis span regression · 6 months rolling