+12.4%
AA vs ZM
-67.1%
+79.4%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -0.6% | +0.3% | -1.0% | -0.9% |
| 30D | -1.6% | -10.3% | +8.7% | +1.0% |
| 3M | -29.8% | -0.7% | -29.1% | -30.1% |
| 6M | -16.6% | +24.8% | -41.4% | -23.0% |
| YTD | -4.0% | +11.5% | -15.5% | -9.4% |
| 1Y | +63.5% | +12.3% | +51.2% | +53.8% |
| 3Y | +86.8% | +33.5% | +53.3% | +63.8% |
| 5Y | +12.4% | -67.5% | +79.9% | +10.9% |
| All | +12.4% | -67.1% | +79.4% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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