-53.6%
BSX vs ZM
+8.0%
-61.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | 0.0% | +5.3% | +5.3% |
| 7D | +8.0% | -8.4% | +16.4% | +8.3% |
| 30D | +8.1% | -1.9% | +10.0% | +8.0% |
| 3M | -6.7% | -10.1% | +3.4% | -6.3% |
| 6M | -19.4% | -13.9% | -5.5% | -19.8% |
| YTD | -51.9% | +6.4% | -58.4% | -52.3% |
| 1Y | -53.6% | +9.6% | -63.2% | -54.6% |
| All | -53.6% | +8.0% | -61.7% | -54.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling