+195.6%
EQT vs ZM
-68.2%
+263.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.4% | +0.7% |
| 7D | -1.2% | -2.7% | +1.6% | -0.9% |
| 30D | +1.1% | -10.0% | +11.1% | +2.1% |
| 3M | +4.8% | +1.6% | +3.2% | +4.3% |
| 6M | -10.6% | +25.0% | -35.6% | -13.8% |
| YTD | +3.4% | +10.6% | -7.2% | +1.0% |
| 1Y | +8.7% | +14.0% | -5.3% | +5.5% |
| 3Y | +35.0% | +32.5% | +2.5% | +27.3% |
| All | +195.6% | -68.2% | +263.8% | +196.7% |
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