-39.8%
NOW vs ZM
+18.3%
-58.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.6% | +0.1% |
| 7D | +0.3% | +11.0% | -10.8% | -6.8% |
| 30D | -27.0% | +5.6% | -32.6% | -29.3% |
| 3M | -19.6% | -9.1% | -10.5% | -14.6% |
| 6M | +17.5% | -2.6% | +20.0% | +18.1% |
| YTD | -33.3% | +15.7% | -48.9% | -38.2% |
| 1Y | -39.8% | +18.8% | -58.6% | -44.3% |
| All | -39.8% | +18.3% | -58.1% | -44.3% |
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