+59.4%
ZM vs NDAQ
+120.1%
-60.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -0.3% | +8.2% | +8.0% |
| 7D | +6.8% | 0.0% | +6.8% | +6.8% |
| 30D | +0.1% | +16.3% | -16.2% | -6.1% |
| 3M | -7.5% | +15.8% | -23.3% | -13.3% |
| 6M | -8.4% | +24.8% | -33.3% | -17.2% |
| YTD | +13.7% | +14.1% | -0.4% | +6.9% |
| 1Y | +15.9% | +26.5% | -10.6% | +3.6% |
| All | +59.4% | +120.1% | -60.7% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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