+331.1%
AMD vs ZM
+42.8%
+288.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.3% | +1.4% | +3.9% |
| 7D | +2.6% | +2.9% | -0.4% | +1.9% |
| 30D | -0.9% | +0.7% | -1.6% | -1.5% |
| 3M | -8.7% | -3.7% | -5.0% | -7.9% |
| 6M | +136.3% | +29.9% | +106.5% | +112.0% |
| YTD | +123.0% | +17.4% | +105.6% | +105.0% |
| 1Y | +195.2% | +22.4% | +172.8% | +165.6% |
| All | +331.1% | +42.8% | +288.3% | +257.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling