+16.1%
NXPI vs ZM
-67.1%
+83.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.1% |
| 3M | -24.7% | -0.7% | -24.0% | -25.4% |
| 6M | +9.7% | +24.8% | -15.1% | -1.3% |
| YTD | +3.8% | +11.5% | -7.7% | -3.7% |
| 1Y | +1.6% | +12.3% | -10.7% | -6.4% |
| 3Y | +16.0% | +33.5% | -17.4% | -2.1% |
| 5Y | +16.1% | -67.5% | +83.6% | +26.3% |
| All | +16.1% | -67.1% | +83.2% | +26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling