+843.0%
ASX vs ZM
+38.3%
+804.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.2% | +5.2% | +6.3% |
| 7D | -19.9% | -5.9% | -14.0% | -19.1% |
| 30D | -30.9% | -5.2% | -25.7% | -30.2% |
| 3M | -15.1% | -11.3% | -3.8% | -13.7% |
| 6M | -6.5% | -14.5% | +8.0% | -4.8% |
| YTD | +98.4% | +4.2% | +94.3% | +95.3% |
| 1Y | +107.9% | +9.3% | +98.5% | +102.9% |
| 3Y | +325.3% | +45.4% | +279.9% | +295.9% |
| 5Y | +447.3% | -66.0% | +513.3% | +455.2% |
| All | +843.0% | +38.3% | +804.7% | +833.0% |
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