+65.2%
ALAB vs ZM
+21.7%
+43.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.3% | +6.5% | +9.1% |
| 7D | +7.2% | +2.9% | +4.3% | +6.7% |
| 30D | -2.5% | +0.7% | -3.2% | -3.0% |
| 3M | -13.3% | -3.7% | -9.6% | -10.8% |
| 6M | +172.8% | +29.9% | +143.0% | +143.1% |
| YTD | +86.6% | +17.4% | +69.2% | +76.8% |
| 1Y | +65.2% | +22.4% | +42.8% | +59.9% |
| All | +65.2% | +21.7% | +43.4% | +59.9% |
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