-40.7%
NOW vs ZM
+12.0%
-52.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.3% | -0.6% |
| 7D | -3.1% | -0.3% | -2.8% | -2.8% |
| 30D | -27.0% | -6.2% | -20.9% | -23.5% |
| 3M | -17.7% | -12.2% | -5.5% | -10.4% |
| 6M | +12.7% | -16.0% | +28.7% | +24.3% |
| YTD | -32.9% | +6.3% | -39.2% | -34.2% |
| All | -40.7% | +12.0% | -52.7% | -41.9% |
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