+68.1%
NTAP vs ZM
+8.0%
+60.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -16.1% | -8.4% | -7.7% | -14.2% |
| 30D | -15.9% | -1.9% | -14.0% | -15.3% |
| 3M | -1.2% | -10.1% | +8.8% | +1.1% |
| 6M | +70.1% | -13.9% | +83.9% | +74.9% |
| YTD | +77.9% | +6.4% | +71.5% | +75.1% |
| 1Y | +68.1% | +9.6% | +58.6% | +63.7% |
| All | +68.1% | +8.0% | +60.1% | +63.7% |
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