+116.4%
NOW vs ZM
+41.1%
+75.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.3% | +0.1% |
| 7D | -3.1% | -0.3% | -2.8% | -2.9% |
| 30D | -27.0% | -6.2% | -20.9% | -25.3% |
| 3M | -17.7% | -12.2% | -5.5% | -13.8% |
| 6M | +12.7% | -16.0% | +28.7% | +20.1% |
| YTD | -32.9% | +6.3% | -39.2% | -33.9% |
| 1Y | -40.4% | +12.3% | -52.7% | -42.3% |
| 3Y | -17.1% | +51.2% | -68.3% | -27.4% |
| 5Y | -25.7% | -64.5% | +38.8% | -11.3% |
| All | +116.4% | +41.1% | +75.3% | +91.9% |
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 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