+1,761.3%
AMD vs ZM
+39.9%
+1,721.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.1% | +13.6% | +14.4% |
| 7D | +6.5% | -1.0% | +7.5% | +7.1% |
| 30D | -15.3% | -7.0% | -8.3% | -13.0% |
| 3M | +9.7% | -15.2% | +24.9% | +14.9% |
| 6M | +13.2% | -16.8% | +29.9% | +17.9% |
| YTD | +140.6% | +5.4% | +135.2% | +129.6% |
| 1Y | +111.2% | +9.3% | +101.8% | +98.6% |
| 3Y | +334.4% | +46.5% | +288.0% | +268.3% |
| 5Y | +268.3% | -63.8% | +332.2% | +318.3% |
| All | +1,761.3% | +39.9% | +1,721.4% | +1,522.4% |
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 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