+179.9%
INTC vs ZM
+34.4%
+145.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +18.0% | +0.3% | +17.6% | +17.7% |
| 30D | +8.9% | -10.3% | +19.2% | +11.5% |
| 3M | -1.6% | -0.7% | -0.9% | -1.8% |
| 6M | +133.1% | +24.8% | +108.3% | +114.9% |
| YTD | +187.9% | +11.5% | +176.5% | +171.1% |
| 1Y | +334.7% | +12.3% | +322.4% | +306.8% |
| All | +179.9% | +34.4% | +145.5% | +133.6% |
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 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