+261.0%
ADI vs ZM
+48.4%
+212.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.8% | +5.1% | +1.0% |
| 7D | +2.4% | +1.6% | +0.8% | +2.2% |
| 30D | -6.6% | -7.7% | +1.1% | -5.6% |
| 3M | -9.8% | -4.7% | -5.1% | -9.5% |
| 6M | +15.7% | +24.4% | -8.8% | +10.7% |
| YTD | +35.1% | +11.8% | +23.4% | +30.9% |
| 1Y | +47.7% | +13.4% | +34.3% | +42.7% |
| 3Y | +114.5% | +33.8% | +80.6% | +100.7% |
| 5Y | +141.2% | -67.2% | +208.4% | +142.0% |
| All | +261.0% | +48.4% | +212.6% | +247.1% |
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