+58.1%
INTC vs ZM
+61.1%
-2.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.7% | -3.2% |
| 7D | +6.0% | +11.0% | -5.0% | +2.8% |
| 30D | -39.2% | +5.6% | -44.8% | -39.8% |
| 3M | -42.9% | -9.1% | -33.8% | -41.7% |
| 6M | -50.4% | -2.6% | -47.8% | -50.4% |
| YTD | +61.7% | +15.7% | +46.0% | +51.4% |
| 1Y | +66.1% | +18.8% | +47.4% | +53.4% |
| 3Y | +58.1% | +62.2% | -4.0% | +37.0% |
| All | +58.1% | +61.1% | -2.9% | +37.0% |
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