+25.3%
ADP vs ZM
+18.3%
+7.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.5% | +0.2% |
| 7D | +2.2% | +11.0% | -8.9% | -0.1% |
| 30D | +10.6% | +5.6% | +4.9% | +8.9% |
| 3M | +12.9% | -9.1% | +22.1% | +15.3% |
| 6M | +50.6% | -2.6% | +53.2% | +49.5% |
| YTD | +23.2% | +15.7% | +7.5% | +18.1% |
| 1Y | +25.3% | +18.8% | +6.5% | +19.1% |
| All | +25.3% | +18.3% | +7.0% | +19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling