+116.8%
ASML vs ZM
+20.6%
+96.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.3% | +0.9% | +4.1% |
| 7D | +1.1% | +2.9% | -1.8% | +1.0% |
| 30D | +2.2% | +0.7% | +1.5% | +2.2% |
| 3M | -2.3% | -3.7% | +1.4% | -0.5% |
| 6M | +23.0% | +29.9% | -6.9% | +20.2% |
| YTD | +61.1% | +17.4% | +43.6% | +58.8% |
| All | +116.8% | +20.6% | +96.2% | +116.6% |
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