+45.5%
AMZN vs ZM
-67.6%
+113.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -1.0% | +0.3% | -1.3% | -1.2% |
| 30D | -9.2% | -10.3% | +1.0% | -6.0% |
| 3M | +3.4% | -0.7% | +4.0% | +2.9% |
| 6M | +18.2% | +24.8% | -6.6% | +6.2% |
| YTD | +9.3% | +11.5% | -2.1% | +1.3% |
| 1Y | +5.9% | +12.3% | -6.4% | -2.5% |
| 3Y | +82.6% | +33.5% | +49.1% | +52.2% |
| All | +45.5% | -67.6% | +113.1% | +61.1% |
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