+177.7%
AMZN vs ZM
+55.9%
+121.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.4% | -0.9% |
| 7D | -3.0% | +2.9% | -5.9% | -3.6% |
| 30D | -5.2% | +0.7% | -5.9% | -5.6% |
| 3M | +1.9% | -3.7% | +5.5% | +2.4% |
| 6M | +19.2% | +29.9% | -10.6% | +10.8% |
| YTD | +12.0% | +17.4% | -5.4% | +5.9% |
| 1Y | +9.7% | +22.4% | -12.7% | +2.6% |
| 3Y | +87.2% | +41.3% | +45.9% | +66.9% |
| 5Y | +48.7% | -66.0% | +114.7% | +61.1% |
| All | +177.7% | +55.9% | +121.8% | +134.5% |
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