+337.5%
AMD vs ZM
-66.0%
+403.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.3% | +1.4% | +3.3% |
| 7D | +2.6% | +2.9% | -0.4% | +1.3% |
| 30D | -0.9% | +0.7% | -1.6% | -2.1% |
| 3M | -8.7% | -3.7% | -5.0% | -8.5% |
| 6M | +136.3% | +29.9% | +106.5% | +99.9% |
| YTD | +123.0% | +17.4% | +105.6% | +94.9% |
| 1Y | +195.2% | +22.4% | +172.8% | +150.4% |
| 3Y | +336.3% | +41.3% | +295.1% | +230.9% |
| All | +337.5% | -66.0% | +403.6% | +458.0% |
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