+18.8%
ZM vs NXT
-0.4%
+19.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +2.0% |
| 7D | +11.0% | -9.4% | +20.5% | +11.8% |
| 30D | +5.6% | +15.1% | -9.5% | +4.6% |
| 3M | -9.1% | -9.1% | 0.0% | -8.9% |
| 6M | -2.6% | -30.3% | +27.7% | -1.6% |
| YTD | +15.7% | +9.1% | +6.6% | +8.3% |
| 1Y | +18.8% | +7.9% | +10.9% | +11.4% |
| All | +18.8% | -0.4% | +19.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 1y: compounded portfolio wealth divided by compounded NXT 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…
1y analysis · Full analysis span regression · 6 months rolling