+21.8%
DOW vs ZM
+13.6%
+8.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -1.4% | -5.7% | +4.3% | -0.9% |
| 30D | -3.9% | -9.1% | +5.2% | -3.1% |
| 3M | -12.7% | +3.5% | -16.2% | -13.1% |
| 6M | -13.7% | +25.7% | -39.4% | -17.2% |
| YTD | +28.4% | +10.8% | +17.6% | +25.9% |
| 1Y | +21.8% | +12.8% | +9.0% | +18.6% |
| All | +21.8% | +13.6% | +8.1% | +18.6% |
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