+50.9%
AMZN vs ZM
-61.7%
+112.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +2.8% | +10.0% | -7.2% | -1.0% |
| 30D | +3.4% | -0.5% | +3.9% | +3.3% |
| 3M | +0.1% | -7.1% | +7.1% | +1.9% |
| 6M | +0.6% | -5.1% | +5.7% | +0.7% |
| YTD | +15.9% | +13.2% | +2.6% | +6.2% |
| 1Y | +9.5% | +15.3% | -5.8% | -0.7% |
| 3Y | +86.3% | +57.4% | +28.9% | +43.8% |
| All | +50.9% | -61.7% | +112.5% | +58.1% |
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