+469.4%
ASX vs ZM
-64.9%
+534.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.0% | +6.6% | +8.1% |
| 7D | -12.3% | -0.3% | -12.0% | -12.0% |
| 30D | -26.0% | -6.2% | -19.8% | -24.4% |
| 3M | -8.1% | -12.2% | +4.1% | -4.9% |
| 6M | +1.4% | -16.0% | +17.4% | +5.5% |
| YTD | +115.6% | +6.3% | +109.3% | +106.7% |
| 1Y | +128.0% | +12.3% | +115.8% | +114.3% |
| 3Y | +371.4% | +51.2% | +320.2% | +293.8% |
| 5Y | +469.4% | -64.5% | +533.9% | +450.6% |
| All | +469.4% | -64.9% | +534.3% | +450.6% |
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 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