+45.2%
ZM vs NVD
-99.1%
+144.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | -5.7% | +10.8% | -16.5% | -5.0% |
| 30D | -9.1% | +0.8% | -9.9% | -8.8% |
| 3M | +3.5% | -20.8% | +24.4% | +2.5% |
| 6M | +25.7% | -41.2% | +66.8% | +22.7% |
| YTD | +10.8% | -44.2% | +55.0% | +8.3% |
| 1Y | +12.8% | -54.2% | +66.9% | +9.4% |
| 3Y | +33.1% | -99.1% | +132.3% | -2.2% |
| All | +45.2% | -99.1% | +144.3% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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