+130.7%
FIX vs ZM
+14.8%
+115.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.8% | +7.2% | +2.2% |
| 7D | +6.1% | +1.6% | +4.4% | +6.1% |
| 30D | -2.7% | -7.7% | +5.0% | -2.9% |
| 3M | -10.9% | -4.7% | -6.3% | -9.7% |
| 6M | +29.0% | +24.4% | +4.6% | +27.6% |
| YTD | +76.9% | +11.8% | +65.1% | +76.2% |
| 1Y | +130.7% | +13.4% | +117.4% | +127.5% |
| All | +130.7% | +14.8% | +115.9% | +127.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling