+186.5%
AMZN vs ZM
+53.5%
+132.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.8% |
| 7D | +2.8% | +11.0% | -8.2% | +0.2% |
| 30D | +5.0% | +5.6% | -0.7% | +3.5% |
| 3M | +0.6% | -9.1% | +9.7% | +2.4% |
| 6M | -1.3% | -2.6% | +1.3% | -1.7% |
| YTD | +15.5% | +15.7% | -0.1% | +9.4% |
| 1Y | +12.2% | +18.8% | -6.5% | +5.4% |
| 3Y | +87.0% | +62.2% | +24.8% | +61.4% |
| 5Y | +51.3% | -60.9% | +112.1% | +61.1% |
| All | +186.5% | +53.5% | +132.9% | +142.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling