+37.8%
ALAB vs ZM
+15.8%
+22.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +7.9% | -1.1% | +4.5% |
| 7D | +3.4% | +6.8% | -3.4% | +1.7% |
| 30D | -28.8% | +0.1% | -28.9% | -28.7% |
| 3M | -26.0% | -7.5% | -18.5% | -25.5% |
| 6M | +11.4% | -8.4% | +19.8% | +15.2% |
| YTD | +38.8% | +13.7% | +25.1% | +38.0% |
| 1Y | +37.8% | +15.9% | +21.9% | +37.6% |
| All | +37.8% | +15.8% | +22.0% | +37.6% |
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