+832.7%
AMAT vs ZM
+50.3%
+782.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.5% |
| 7D | +19.3% | +10.0% | +9.3% | +17.3% |
| 30D | -17.9% | -0.5% | -17.5% | -17.7% |
| 3M | -30.4% | -7.1% | -23.4% | -29.6% |
| 6M | -11.4% | -5.1% | -6.3% | -11.3% |
| YTD | +48.8% | +13.2% | +35.5% | +42.6% |
| 1Y | +66.0% | +15.3% | +50.7% | +58.4% |
| 3Y | +158.8% | +57.4% | +101.4% | +129.5% |
| 5Y | +153.2% | -61.7% | +214.9% | +160.2% |
| All | +832.7% | +50.3% | +782.4% | +703.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling