-67.1%
ZM vs NVMI
+261.9%
-329.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.3% |
| 7D | -5.7% | -0.1% | -5.6% | -5.7% |
| 30D | -9.1% | -8.4% | -0.7% | -7.4% |
| 3M | +3.5% | -33.6% | +37.1% | +12.3% |
| 6M | +25.7% | -14.7% | +40.3% | +24.7% |
| YTD | +10.8% | +13.2% | -2.5% | -0.1% |
| 1Y | +12.8% | +29.0% | -16.2% | -3.5% |
| 3Y | +33.1% | +215.0% | -181.8% | -33.7% |
| All | -67.1% | +261.9% | -329.0% | -84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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