+365.7%
ALAB vs ZM
+44.7%
+321.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.8% | -2.1% | -4.8% |
| 7D | +3.2% | +1.6% | +1.6% | +2.7% |
| 30D | -13.6% | -7.7% | -5.8% | -10.8% |
| 3M | -16.6% | -4.7% | -11.9% | -15.2% |
| 6M | +142.3% | +24.4% | +117.9% | +103.2% |
| YTD | +73.6% | +11.8% | +61.9% | +53.9% |
| 1Y | +33.7% | +13.4% | +20.3% | +17.5% |
| All | +365.7% | +44.7% | +321.0% | +264.1% |
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 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