+55.1%
ZM vs NUE
+413.7%
-358.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | +0.3% | -2.3% | +2.6% | +0.6% |
| 30D | -10.3% | -6.1% | -4.2% | -9.8% |
| 3M | -0.7% | +1.7% | -2.3% | -1.0% |
| 6M | +24.8% | +53.1% | -28.3% | +19.5% |
| YTD | +11.5% | +59.0% | -47.6% | +6.1% |
| 1Y | +12.3% | +85.3% | -73.0% | +5.2% |
| 3Y | +33.5% | +63.2% | -29.8% | +24.6% |
| 5Y | -67.5% | +146.8% | -214.3% | -69.2% |
| All | +55.1% | +413.7% | -358.6% | +138.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling