+432.3%
ASX vs ZM
-66.0%
+498.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.0% | -0.7% |
| 7D | -0.7% | +2.9% | -3.7% | -1.5% |
| 30D | +2.0% | +0.7% | +1.3% | +1.5% |
| 3M | -1.3% | -3.7% | +2.4% | -0.9% |
| 6M | +71.4% | +29.9% | +41.6% | +56.2% |
| YTD | +135.3% | +17.4% | +117.9% | +119.2% |
| 1Y | +267.5% | +22.4% | +245.1% | +236.8% |
| 3Y | +388.5% | +41.3% | +347.2% | +318.3% |
| All | +432.3% | -66.0% | +498.3% | +483.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling