-60.4%
ZM vs NDAQ
+69.3%
-129.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -0.3% | +8.2% | +8.1% |
| 7D | +6.8% | 0.0% | +6.8% | +6.8% |
| 30D | +0.1% | +16.3% | -16.2% | -9.2% |
| 3M | -7.5% | +15.8% | -23.3% | -16.1% |
| 6M | -8.4% | +24.8% | -33.3% | -21.3% |
| YTD | +13.7% | +14.1% | -0.4% | +2.7% |
| 1Y | +15.9% | +26.5% | -10.6% | -2.8% |
| 3Y | +58.0% | +119.1% | -61.1% | -17.2% |
| 5Y | -60.4% | +70.9% | -131.3% | -77.8% |
| All | -60.4% | +69.3% | -129.7% | -77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling