+11.1%
AMT vs ZM
+55.9%
-44.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.3% | -4.3% | -1.3% |
| 7D | -0.2% | +2.9% | -3.2% | -0.4% |
| 30D | +4.6% | +0.7% | +3.9% | +4.5% |
| 3M | -8.4% | -3.7% | -4.8% | -8.4% |
| 6M | -6.0% | +29.9% | -35.9% | -7.8% |
| YTD | +2.1% | +17.4% | -15.3% | +0.6% |
| 1Y | -6.4% | +22.4% | -28.8% | -8.1% |
| 3Y | +8.1% | +41.3% | -33.2% | +4.3% |
| 5Y | -31.9% | -66.0% | +34.1% | -32.7% |
| All | +11.1% | +55.9% | -44.8% | +6.0% |
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 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