+29.2%
ALL vs ZM
+18.3%
+10.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.8% | +0.4% |
| 7D | +5.0% | +11.0% | -6.0% | +5.1% |
| 30D | +13.3% | +5.6% | +7.7% | +13.3% |
| 3M | +3.2% | -9.1% | +12.3% | +3.5% |
| 6M | +25.3% | -2.6% | +27.9% | +24.9% |
| YTD | +30.5% | +15.7% | +14.8% | +27.9% |
| 1Y | +29.2% | +18.8% | +10.4% | +26.0% |
| All | +29.2% | +18.3% | +10.9% | +26.0% |
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