+347.1%
ABBV vs ZM
+55.9%
+291.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.3% | -4.7% | -1.4% |
| 7D | +0.4% | +2.9% | -2.6% | +0.4% |
| 30D | +4.2% | +0.7% | +3.5% | +4.2% |
| 3M | +14.8% | -3.7% | +18.5% | +14.8% |
| 6M | +10.3% | +29.9% | -19.6% | +10.2% |
| YTD | +14.9% | +17.4% | -2.5% | +14.8% |
| 1Y | +24.1% | +22.4% | +1.7% | +24.1% |
| 3Y | +91.9% | +41.3% | +50.7% | +91.5% |
| 5Y | +176.0% | -66.0% | +242.1% | +171.5% |
| All | +347.1% | +55.9% | +291.2% | +312.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling