+797.5%
ASML vs ZM
+55.9%
+741.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.3% | +0.9% | +3.5% |
| 7D | +1.1% | +2.9% | -1.8% | +0.5% |
| 30D | +2.2% | +0.7% | +1.5% | +1.8% |
| 3M | -2.3% | -3.7% | +1.4% | -2.1% |
| 6M | +23.0% | +29.9% | -6.9% | +14.6% |
| YTD | +61.1% | +17.4% | +43.6% | +52.6% |
| 1Y | +129.1% | +22.4% | +106.7% | +114.6% |
| 3Y | +165.4% | +41.3% | +124.1% | +137.2% |
| 5Y | +109.5% | -66.0% | +175.5% | +122.2% |
| All | +797.5% | +55.9% | +741.6% | +702.4% |
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