+249.6%
ALAB vs ZM
+37.6%
+212.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +2.0% | +11.7% | +12.7% |
| 7D | -5.6% | -0.3% | -5.3% | -5.0% |
| 30D | -36.6% | -6.2% | -30.5% | -34.0% |
| 3M | -35.1% | -12.2% | -22.9% | -30.7% |
| 6M | +8.5% | -16.0% | +24.6% | +17.6% |
| YTD | +30.4% | +6.3% | +24.1% | +19.5% |
| 1Y | +31.0% | +12.3% | +18.8% | +15.1% |
| All | +249.6% | +37.6% | +212.0% | +182.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling