+114.8%
NOW vs ZM
+38.3%
+76.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.8% |
| 7D | -3.0% | -5.9% | +2.9% | -1.0% |
| 30D | -26.0% | -5.2% | -20.9% | -24.5% |
| 3M | -13.1% | -11.3% | -1.8% | -9.3% |
| 6M | +14.5% | -14.5% | +29.0% | +21.4% |
| YTD | -33.4% | +4.2% | -37.6% | -33.9% |
| 1Y | -40.6% | +9.3% | -49.9% | -42.0% |
| 3Y | -16.3% | +45.4% | -61.7% | -25.8% |
| 5Y | -26.3% | -66.0% | +39.7% | -11.0% |
| All | +114.8% | +38.3% | +76.5% | +91.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling