-44.6%
INFY vs ZM
-68.2%
+23.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.4% |
| 7D | -5.4% | -5.7% | +0.3% | -4.2% |
| 30D | -9.9% | -9.1% | -0.8% | -8.2% |
| 3M | -4.6% | +3.5% | -8.1% | -5.4% |
| 6M | -18.5% | +25.7% | -44.1% | -22.2% |
| YTD | -36.5% | +10.8% | -47.3% | -38.3% |
| 1Y | -32.8% | +12.8% | -45.5% | -35.0% |
| 3Y | -32.2% | +33.1% | -65.3% | -37.3% |
| All | -44.6% | -68.2% | +23.6% | -41.6% |
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