+61.0%
ZM vs NDAQ
+301.9%
-240.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | +11.0% | +1.3% | +9.8% | +10.5% |
| 30D | +5.6% | +18.0% | -12.3% | -1.3% |
| 3M | -9.1% | +11.5% | -20.7% | -13.3% |
| 6M | -2.6% | +21.1% | -23.6% | -10.2% |
| YTD | +15.7% | +12.8% | +2.8% | +9.0% |
| 1Y | +18.8% | +25.7% | -6.9% | +7.1% |
| 3Y | +62.2% | +116.8% | -54.6% | +17.1% |
| 5Y | -60.9% | +67.3% | -128.1% | -70.3% |
| All | +61.0% | +301.9% | -240.9% | +7.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling