+924.4%
ASX vs ZM
+41.1%
+883.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.0% | +6.6% | +8.3% |
| 7D | -12.3% | -0.3% | -12.0% | -12.1% |
| 30D | -26.0% | -6.2% | -19.8% | -25.1% |
| 3M | -8.1% | -12.2% | +4.1% | -6.4% |
| 6M | +1.4% | -16.0% | +17.4% | +3.5% |
| YTD | +115.6% | +6.3% | +109.3% | +111.6% |
| 1Y | +128.0% | +12.3% | +115.8% | +121.8% |
| 3Y | +371.4% | +51.2% | +320.2% | +336.6% |
| 5Y | +469.4% | -64.5% | +533.9% | +475.5% |
| All | +924.4% | +41.1% | +883.3% | +910.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling