-26.6%
ADBE vs ZM
+5.6%
-32.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.5% | +0.5% |
| 7D | -0.7% | -9.1% | +8.4% | +3.2% |
| 30D | +3.5% | -5.7% | +9.2% | +5.5% |
| 3M | -5.0% | -11.7% | +6.8% | -0.7% |
| 6M | -3.6% | -18.6% | +15.0% | +2.8% |
| YTD | -29.6% | +2.9% | -32.5% | -31.0% |
| 1Y | -26.6% | +6.3% | -32.8% | -28.6% |
| All | -26.6% | +5.6% | -32.2% | -28.6% |
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 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