+63.4%
ZM vs NDAQ
+257.7%
-194.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.9% | +5.1% | +4.0% |
| 7D | +2.9% | -2.4% | +5.4% | +3.9% |
| 30D | +0.7% | +2.5% | -1.8% | -0.3% |
| 3M | -3.7% | +9.9% | -13.6% | -7.4% |
| 6M | +29.9% | +9.4% | +20.4% | +24.7% |
| YTD | +17.4% | +0.4% | +17.0% | +16.2% |
| 1Y | +22.4% | +4.0% | +18.4% | +19.2% |
| 3Y | +41.3% | +94.4% | -53.1% | +6.6% |
| 5Y | -66.0% | +56.7% | -122.8% | -73.1% |
| All | +63.4% | +257.7% | -194.3% | +14.6% |
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