+34.0%
ZM vs NDAQ
+90.0%
-56.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.1% |
| 7D | +0.3% | -1.6% | +1.9% | +1.0% |
| 30D | -10.3% | -1.5% | -8.8% | -9.8% |
| 3M | -0.7% | +8.0% | -8.7% | -4.0% |
| 6M | +24.8% | +7.7% | +17.1% | +20.2% |
| YTD | +11.5% | -2.3% | +13.8% | +12.0% |
| 1Y | +12.3% | +0.6% | +11.8% | +11.2% |
| All | +34.0% | +90.0% | -56.0% | +1.5% |
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