+192.2%
EWT vs ZM
+33.4%
+158.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.4% |
| 7D | -1.1% | -2.7% | +1.6% | -0.7% |
| 30D | +4.8% | -10.0% | +14.8% | +6.4% |
| 3M | +11.1% | +1.6% | +9.5% | +10.5% |
| 6M | +54.6% | +25.0% | +29.6% | +46.8% |
| YTD | +71.4% | +10.6% | +60.8% | +65.8% |
| 1Y | +82.1% | +14.0% | +68.1% | +74.6% |
| All | +192.2% | +33.4% | +158.8% | +163.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling