+34.0%
EQIX vs ZM
-67.8%
+101.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | -1.6% | -2.7% | +1.1% | -1.1% |
| 30D | -0.4% | -10.0% | +9.6% | +1.5% |
| 3M | -0.9% | +1.6% | -2.5% | -1.9% |
| 6M | +8.1% | +25.0% | -16.9% | +1.4% |
| YTD | +35.7% | +10.6% | +25.0% | +29.8% |
| 1Y | +34.0% | +14.0% | +20.0% | +26.9% |
| 3Y | +41.4% | +32.5% | +8.9% | +26.6% |
| 5Y | +34.0% | -68.3% | +102.3% | +50.1% |
| All | +34.0% | -67.8% | +101.9% | +50.1% |
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 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