+15.8%
NXPI vs ZM
+34.4%
-18.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.2% |
| 7D | -2.3% | +0.3% | -2.6% | -2.4% |
| 30D | -4.3% | -10.3% | +5.9% | -1.6% |
| 3M | -24.7% | -0.7% | -24.0% | -25.0% |
| 6M | +9.7% | +24.8% | -15.1% | -0.4% |
| YTD | +3.8% | +11.5% | -7.7% | -3.1% |
| 1Y | +1.6% | +12.3% | -10.7% | -5.7% |
| All | +15.8% | +34.4% | -18.6% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling