+135.1%
ADI vs ZM
-67.1%
+202.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +2.6% | +0.3% | +2.3% | +2.5% |
| 30D | -4.6% | -10.3% | +5.7% | -2.1% |
| 3M | -9.5% | -0.7% | -8.8% | -10.1% |
| 6M | +14.8% | +24.8% | -10.0% | +4.8% |
| YTD | +35.8% | +11.5% | +24.4% | +27.1% |
| 1Y | +48.9% | +12.3% | +36.6% | +38.7% |
| 3Y | +115.6% | +33.5% | +82.1% | +86.2% |
| 5Y | +135.1% | -67.5% | +202.6% | +144.3% |
| All | +135.1% | -67.1% | +202.2% | +144.3% |
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