+7.9%
DT vs ZM
+12.1%
-4.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.9% |
| 7D | -2.5% | -2.7% | +0.2% | -1.5% |
| 30D | +3.5% | -10.0% | +13.5% | +7.7% |
| 3M | +26.7% | +1.6% | +25.1% | +24.3% |
| 6M | +36.1% | +25.0% | +11.2% | +22.8% |
| YTD | +18.6% | +10.6% | +8.0% | +12.2% |
| 1Y | +7.9% | +14.0% | -6.1% | +2.1% |
| All | +7.9% | +12.1% | -4.2% | +2.1% |
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