+301.8%
AMD vs ZM
+42.4%
+259.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.2% | +9.8% | +10.7% |
| 7D | -11.0% | -5.9% | -5.2% | -9.5% |
| 30D | -30.5% | -5.2% | -25.3% | -29.2% |
| 3M | -8.2% | -11.3% | +3.0% | -5.8% |
| 6M | +6.6% | -14.5% | +21.1% | +10.1% |
| YTD | +109.7% | +4.2% | +105.5% | +99.3% |
| 1Y | +88.9% | +9.3% | +79.6% | +75.5% |
| 3Y | +301.8% | +45.4% | +256.4% | +244.4% |
| All | +301.8% | +42.4% | +259.5% | +244.4% |
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