+295.8%
AMD vs ZM
-60.7%
+356.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.2% | +6.0% |
| 7D | +44.7% | +10.0% | +34.7% | +38.9% |
| 30D | -3.3% | -0.5% | -2.9% | -2.5% |
| 3M | +21.2% | -7.1% | +28.3% | +24.7% |
| 6M | +30.6% | -5.1% | +35.7% | +30.6% |
| YTD | +173.3% | +13.2% | +160.1% | +143.2% |
| 1Y | +126.1% | +15.3% | +110.7% | +98.1% |
| 3Y | +393.5% | +57.4% | +336.1% | +250.9% |
| 5Y | +295.8% | -61.7% | +357.4% | +370.2% |
| All | +295.8% | -60.7% | +356.4% | +370.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling