+57.6%
ZM vs NDAQ
+302.6%
-245.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | 0.0% |
| 7D | +10.0% | +1.7% | +8.3% | +9.3% |
| 30D | -0.5% | +16.2% | -16.7% | -6.4% |
| 3M | -7.1% | +14.0% | -21.0% | -12.0% |
| 6M | -5.1% | +22.3% | -27.4% | -12.9% |
| YTD | +13.2% | +13.0% | +0.2% | +6.7% |
| 1Y | +15.3% | +24.0% | -8.7% | +4.6% |
| 3Y | +57.4% | +117.1% | -59.7% | +13.7% |
| 5Y | -61.7% | +67.5% | -129.2% | -70.9% |
| All | +57.6% | +302.6% | -245.0% | +5.2% |
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