-25.1%
NOW vs ZM
-60.9%
+35.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.6% | +0.4% |
| 7D | +0.3% | +11.0% | -10.8% | -5.4% |
| 30D | -27.0% | +5.6% | -32.6% | -28.9% |
| 3M | -19.6% | -9.1% | -10.5% | -15.4% |
| 6M | +17.5% | -2.6% | +20.0% | +19.4% |
| YTD | -33.3% | +15.7% | -48.9% | -38.4% |
| 1Y | -39.8% | +18.8% | -58.6% | -45.3% |
| 3Y | -19.9% | +62.2% | -82.1% | -39.9% |
| All | -25.1% | -60.9% | +35.8% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling