-41.3%
ALNY vs ZM
+21.7%
-63.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.6% | +0.7% |
| 7D | +12.2% | +2.9% | +9.3% | +12.3% |
| 30D | +16.3% | +0.7% | +15.7% | +16.4% |
| 3M | -12.4% | -3.7% | -8.7% | -12.6% |
| 6M | -18.7% | +29.9% | -48.6% | -19.4% |
| YTD | -33.1% | +17.4% | -50.5% | -34.2% |
| 1Y | -41.3% | +22.4% | -63.7% | -41.8% |
| All | -41.3% | +21.7% | -63.0% | -41.8% |
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