+374.7%
EWT vs ZM
+48.4%
+326.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.8% | +4.3% | -0.1% |
| 7D | +1.6% | +1.6% | 0.0% | +1.5% |
| 30D | +8.2% | -7.7% | +15.9% | +8.9% |
| 3M | +11.1% | -4.7% | +15.7% | +11.3% |
| 6M | +60.4% | +24.4% | +36.0% | +56.6% |
| YTD | +75.6% | +11.8% | +63.8% | +72.7% |
| 1Y | +91.3% | +13.4% | +78.0% | +87.7% |
| 3Y | +200.3% | +33.8% | +166.5% | +188.7% |
| 5Y | +156.4% | -67.2% | +223.5% | +155.7% |
| All | +374.7% | +48.4% | +326.3% | +342.7% |
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