+59.1%
DAL vs ZM
+11.0%
+48.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | +10.7% | -1.0% | +11.7% | +10.8% |
| 30D | +12.5% | -7.0% | +19.5% | +13.2% |
| 3M | +3.6% | -15.2% | +18.8% | +5.1% |
| 6M | +26.7% | -16.8% | +43.5% | +28.4% |
| YTD | +34.3% | +5.4% | +28.9% | +31.9% |
| 1Y | +59.1% | +9.3% | +49.8% | +54.9% |
| All | +59.1% | +11.0% | +48.1% | +54.9% |
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 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