+252.6%
ENTG vs ZM
+55.9%
+196.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.3% | +2.9% | +5.4% |
| 7D | +2.8% | +2.9% | -0.1% | +2.2% |
| 30D | -4.7% | +0.7% | -5.4% | -5.0% |
| 3M | -0.7% | -3.7% | +3.0% | -0.4% |
| 6M | +7.7% | +29.9% | -22.2% | -0.4% |
| YTD | +65.1% | +17.4% | +47.6% | +55.4% |
| 1Y | +74.8% | +22.4% | +52.4% | +62.7% |
| 3Y | +36.9% | +41.3% | -4.4% | +22.4% |
| 5Y | +16.1% | -66.0% | +82.1% | +20.4% |
| All | +252.6% | +55.9% | +196.8% | +237.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling