+21.8%
ENTG vs ZM
-67.1%
+88.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.6% | +1.5% |
| 7D | +8.9% | +0.3% | +8.6% | +8.7% |
| 30D | -0.8% | -10.3% | +9.5% | +3.4% |
| 3M | +6.6% | -0.7% | +7.2% | +5.4% |
| 6M | +22.1% | +24.8% | -2.7% | +6.3% |
| YTD | +70.2% | +11.5% | +58.7% | +53.8% |
| 1Y | +76.7% | +12.3% | +64.4% | +58.6% |
| 3Y | +50.5% | +33.5% | +17.0% | +21.3% |
| 5Y | +21.8% | -67.5% | +89.3% | +35.7% |
| All | +21.8% | -67.1% | +88.9% | +35.7% |
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