+1,625.3%
AMD vs ZM
+55.9%
+1,569.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.3% | +1.4% | +3.8% |
| 7D | +2.6% | +2.9% | -0.4% | +1.7% |
| 30D | -0.9% | +0.7% | -1.6% | -1.6% |
| 3M | -8.7% | -3.7% | -5.0% | -8.6% |
| 6M | +136.3% | +29.9% | +106.5% | +113.3% |
| YTD | +123.0% | +17.4% | +105.6% | +105.7% |
| 1Y | +195.2% | +22.4% | +172.8% | +167.8% |
| 3Y | +336.3% | +41.3% | +295.1% | +273.3% |
| 5Y | +334.5% | -66.0% | +400.5% | +390.6% |
| All | +1,625.3% | +55.9% | +1,569.4% | +1,353.5% |
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