+28.3%
INTU vs ZM
+48.0%
-19.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -8.5% | +0.3% | -8.8% | -8.6% |
| 30D | -6.1% | -10.3% | +4.2% | -3.9% |
| 3M | +7.3% | -0.7% | +8.0% | +7.4% |
| 6M | -33.2% | +24.8% | -58.0% | -36.2% |
| YTD | -52.2% | +11.5% | -63.6% | -53.3% |
| 1Y | -52.7% | +12.3% | -65.0% | -54.0% |
| 3Y | -41.6% | +33.5% | -75.1% | -45.9% |
| 5Y | -42.6% | -67.5% | +24.8% | -40.2% |
| All | +28.3% | +48.0% | -19.7% | +17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling