+295.6%
ADI vs ZM
+53.5%
+242.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.1% | -4.9% | -3.1% |
| 7D | +9.5% | +11.0% | -1.6% | +7.8% |
| 30D | -1.4% | +5.6% | -7.0% | -2.2% |
| 3M | +4.7% | -9.1% | +13.9% | +6.0% |
| 6M | -7.4% | -2.6% | -4.9% | -7.8% |
| YTD | +48.1% | +15.7% | +32.4% | +42.7% |
| 1Y | +69.6% | +18.8% | +50.9% | +62.7% |
| 3Y | +144.4% | +62.2% | +82.2% | +122.9% |
| 5Y | +134.1% | -60.9% | +195.0% | +132.4% |
| All | +295.6% | +53.5% | +242.0% | +278.3% |
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 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