+55.1%
ZM vs NVMI
+1,204.0%
-1,148.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | +0.3% | +6.9% | -6.6% | -1.2% |
| 30D | -10.3% | -2.8% | -7.4% | -9.8% |
| 3M | -0.7% | -27.3% | +26.7% | +5.1% |
| 6M | +24.8% | -13.7% | +38.5% | +23.9% |
| YTD | +11.5% | +13.8% | -2.4% | +1.4% |
| 1Y | +12.3% | +34.9% | -22.5% | -3.7% |
| 3Y | +33.5% | +213.5% | -180.1% | -23.4% |
| 5Y | -67.5% | +272.5% | -340.0% | -82.6% |
| All | +55.1% | +1,204.0% | -1,148.8% | -26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling