+276.5%
ADI vs ZM
+47.0%
+229.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.7% | +4.8% |
| 7D | +4.6% | -5.7% | +10.2% | +5.4% |
| 30D | -1.2% | -9.1% | +7.9% | 0.0% |
| 3M | -7.8% | +3.5% | -11.3% | -8.7% |
| 6M | +19.3% | +25.7% | -6.3% | +14.1% |
| YTD | +40.9% | +10.8% | +30.2% | +36.7% |
| 1Y | +54.5% | +12.8% | +41.7% | +49.4% |
| 3Y | +123.4% | +33.1% | +90.3% | +109.3% |
| 5Y | +142.3% | -68.3% | +210.6% | +143.6% |
| All | +276.5% | +47.0% | +229.5% | +262.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling