-37.8%
NFLX vs ZM
+21.7%
-59.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.3% | -8.6% | -5.5% |
| 7D | -4.2% | +2.9% | -7.2% | -4.4% |
| 30D | +5.5% | +0.7% | +4.8% | +5.5% |
| 3M | -4.1% | -3.7% | -0.4% | -4.7% |
| 6M | -20.7% | +29.9% | -50.6% | -22.0% |
| YTD | -16.5% | +17.4% | -34.0% | -17.2% |
| 1Y | -37.8% | +22.4% | -60.2% | -38.2% |
| All | -37.8% | +21.7% | -59.5% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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