+24.1%
ABBV vs ZM
+21.7%
+2.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.3% | -4.7% | -1.3% |
| 7D | +0.4% | +2.9% | -2.6% | +0.5% |
| 30D | +4.2% | +0.7% | +3.5% | +4.4% |
| 3M | +14.8% | -3.7% | +18.5% | +14.9% |
| 6M | +10.3% | +29.9% | -19.6% | +10.9% |
| YTD | +14.9% | +17.4% | -2.5% | +15.1% |
| 1Y | +24.1% | +22.4% | +1.7% | +23.5% |
| All | +24.1% | +21.7% | +2.4% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling