+27.3%
ZM vs NXT
+208.8%
-181.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.9% | +6.6% | +0.3% |
| 7D | +10.0% | -6.0% | +16.0% | +10.7% |
| 30D | -0.5% | +5.4% | -5.9% | -1.3% |
| 3M | -7.1% | -9.7% | +2.6% | -6.5% |
| 6M | -5.1% | -25.3% | +20.2% | -3.5% |
| YTD | +13.2% | +7.5% | +5.8% | +9.0% |
| 1Y | +15.3% | -3.0% | +18.4% | +12.3% |
| 3Y | +57.4% | +171.4% | -114.0% | +26.2% |
| All | +27.3% | +208.8% | -181.5% | -2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling