+0.2%
ENTG vs ZM
-60.9%
+61.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.1% | -5.9% | -4.8% |
| 7D | +15.2% | +11.0% | +4.1% | +10.1% |
| 30D | -3.6% | +5.6% | -9.3% | -5.5% |
| 3M | -10.0% | -9.1% | -0.8% | -6.2% |
| 6M | +1.8% | -2.6% | +4.4% | +1.1% |
| YTD | +75.5% | +15.7% | +59.8% | +56.2% |
| 1Y | +82.4% | +18.8% | +63.7% | +59.6% |
| 3Y | +58.5% | +62.2% | -3.7% | +15.8% |
| All | +0.2% | -60.9% | +61.1% | +5.7% |
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