+358.3%
DELL vs ZM
+13.6%
+344.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.1% | +11.9% | +12.0% |
| 7D | +8.2% | -5.7% | +13.9% | +9.4% |
| 30D | +17.1% | -9.1% | +26.2% | +18.9% |
| 3M | +45.2% | +3.5% | +41.6% | +43.8% |
| 6M | +286.8% | +25.7% | +261.1% | +285.7% |
| YTD | +354.8% | +10.8% | +344.0% | +362.5% |
| 1Y | +358.3% | +12.8% | +345.5% | +369.0% |
| All | +358.3% | +13.6% | +344.6% | +369.0% |
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 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