+88.1%
FOXA vs ZM
+48.4%
+39.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.8% | +4.5% | -0.2% |
| 7D | -0.6% | +1.6% | -2.2% | -0.7% |
| 30D | +2.3% | -7.7% | +10.0% | +2.5% |
| 3M | -2.8% | -4.7% | +1.8% | -2.8% |
| 6M | +9.6% | +24.4% | -14.8% | +9.1% |
| YTD | -9.9% | +11.8% | -21.7% | -10.2% |
| 1Y | +5.4% | +13.4% | -8.0% | +5.0% |
| 3Y | +115.3% | +33.8% | +81.4% | +113.7% |
| 5Y | +93.1% | -67.2% | +160.2% | +76.3% |
| All | +88.1% | +48.4% | +39.7% | +82.7% |
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