-63.2%
ADBE vs ZM
-60.9%
-2.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.2% | +1.1% |
| 7D | +1.6% | +11.0% | -9.5% | -2.7% |
| 30D | +1.0% | +5.6% | -4.6% | -1.6% |
| 3M | -10.1% | -9.1% | -1.0% | -7.4% |
| 6M | +3.0% | -2.6% | +5.5% | +2.8% |
| YTD | -30.5% | +15.7% | -46.2% | -35.7% |
| 1Y | -27.1% | +18.8% | -45.9% | -33.5% |
| 3Y | -58.8% | +62.2% | -121.0% | -67.6% |
| All | -63.2% | -60.9% | -2.3% | -57.5% |
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 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