-20.6%
AMT vs ZM
-64.9%
+44.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.1% |
| 7D | +0.4% | -0.3% | +0.7% | +0.4% |
| 30D | +3.7% | -6.2% | +9.9% | +4.3% |
| 3M | +10.7% | -12.2% | +23.0% | +12.1% |
| 6M | +9.3% | -16.0% | +25.3% | +10.8% |
| YTD | +10.9% | +6.3% | +4.7% | +8.7% |
| 1Y | +10.5% | +12.3% | -1.7% | +7.4% |
| 3Y | +15.5% | +51.2% | -35.7% | +5.2% |
| 5Y | -20.6% | -64.5% | +43.9% | -26.2% |
| All | -20.6% | -64.9% | +44.3% | -26.2% |
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