+143.3%
DELL vs ZM
+8.0%
+135.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | 0.0% | -8.8% | -8.8% |
| 7D | -24.6% | -8.4% | -16.2% | -22.8% |
| 30D | -32.5% | -1.9% | -30.6% | -31.8% |
| 3M | -20.2% | -10.1% | -10.1% | -18.3% |
| 6M | +76.5% | -13.9% | +90.3% | +81.4% |
| YTD | +198.9% | +6.4% | +192.5% | +207.6% |
| 1Y | +143.3% | +9.6% | +133.8% | +149.8% |
| All | +143.3% | +8.0% | +135.3% | +149.8% |
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