+40.1%
ALAB vs ZM
+12.7%
+27.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.1% |
| 7D | +9.6% | +0.3% | +9.3% | +9.8% |
| 30D | -5.3% | -10.3% | +5.0% | -3.6% |
| 3M | -12.0% | -0.7% | -11.4% | -10.8% |
| 6M | +145.7% | +24.8% | +120.9% | +121.7% |
| YTD | +80.7% | +11.5% | +69.2% | +73.9% |
| 1Y | +40.1% | +12.3% | +27.8% | +42.0% |
| All | +40.1% | +12.7% | +27.4% | +42.0% |
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