+61.9%
EBAY vs ZM
-68.2%
+130.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +4.2% | -5.7% | +9.9% | +5.7% |
| 30D | +5.6% | -9.1% | +14.7% | +7.8% |
| 3M | -1.4% | +3.5% | -4.9% | -2.9% |
| 6M | +18.2% | +25.7% | -7.5% | +9.3% |
| YTD | +24.8% | +10.8% | +14.1% | +18.5% |
| 1Y | +18.0% | +12.8% | +5.3% | +11.0% |
| 3Y | +160.3% | +33.1% | +127.1% | +127.4% |
| All | +61.9% | -68.2% | +130.1% | +90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling