-2.5%
BSX vs ZM
-68.2%
+65.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.0% |
| 7D | -8.2% | -2.7% | -5.5% | -7.9% |
| 30D | -15.8% | -10.0% | -5.8% | -14.8% |
| 3M | -10.8% | +1.6% | -12.4% | -11.1% |
| 6M | -38.4% | +25.0% | -63.4% | -40.5% |
| YTD | -54.8% | +10.6% | -65.4% | -55.9% |
| 1Y | -59.0% | +14.0% | -73.0% | -60.2% |
| 3Y | -20.0% | +32.5% | -52.5% | -24.7% |
| All | -2.5% | -68.2% | +65.7% | -3.3% |
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