+368.6%
ASX vs ZM
+61.1%
+307.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.2% | -2.5% |
| 7D | +12.4% | +11.0% | +1.4% | +10.0% |
| 30D | -19.8% | +5.6% | -25.4% | -20.5% |
| 3M | -10.3% | -9.1% | -1.2% | -9.1% |
| 6M | +1.2% | -2.6% | +3.8% | +1.4% |
| YTD | +123.0% | +15.7% | +107.4% | +113.4% |
| 1Y | +145.4% | +18.8% | +126.7% | +132.9% |
| 3Y | +368.6% | +62.2% | +306.5% | +327.1% |
| All | +368.6% | +61.1% | +307.6% | +327.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling