+168.4%
EQIX vs ZM
+48.4%
+120.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.8% | +5.3% | +1.1% |
| 7D | +1.3% | +1.6% | -0.3% | +1.1% |
| 30D | +0.3% | -7.7% | +8.1% | +1.1% |
| 3M | -1.6% | -4.7% | +3.1% | -1.3% |
| 6M | +12.2% | +24.4% | -12.3% | +8.2% |
| YTD | +38.0% | +11.8% | +26.2% | +34.5% |
| 1Y | +38.9% | +13.4% | +25.6% | +34.9% |
| 3Y | +43.8% | +33.8% | +10.0% | +35.4% |
| 5Y | +30.4% | -67.2% | +97.5% | +33.8% |
| All | +168.4% | +48.4% | +120.0% | +150.7% |
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