+45.2%
ASML vs ZM
+15.1%
+30.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.4% |
| 7D | +10.4% | +10.0% | +0.4% | +9.6% |
| 30D | -12.7% | -0.5% | -12.3% | -12.9% |
| 3M | -17.2% | -7.1% | -10.1% | -17.2% |
| 6M | -1.3% | -5.1% | +3.8% | +0.1% |
| YTD | +40.8% | +13.2% | +27.6% | +39.1% |
| 1Y | +45.2% | +15.3% | +29.9% | +42.9% |
| All | +45.2% | +15.1% | +30.1% | +42.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling