+197.9%
NXPI vs ZM
+53.5%
+144.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -3.0% | -1.3% |
| 7D | +6.8% | +11.0% | -4.3% | +4.5% |
| 30D | +20.0% | +5.6% | +14.4% | +18.7% |
| 3M | +14.8% | -9.1% | +24.0% | +16.6% |
| 6M | -10.5% | -2.6% | -7.9% | -10.9% |
| YTD | +23.7% | +15.7% | +8.1% | +18.0% |
| 1Y | +34.1% | +18.8% | +15.3% | +27.0% |
| 3Y | +51.2% | +62.2% | -10.9% | +34.2% |
| 5Y | +33.4% | -60.9% | +94.3% | +36.3% |
| All | +197.9% | +53.5% | +144.4% | +166.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling