-51.6%
INTU vs ZM
+12.9%
-64.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | -8.5% | +0.3% | -8.8% | -8.7% |
| 30D | -6.1% | -10.3% | +4.2% | -1.2% |
| 3M | +7.3% | -0.7% | +8.0% | +7.1% |
| 6M | -33.2% | +24.8% | -58.0% | -38.3% |
| YTD | -52.2% | +11.5% | -63.6% | -53.8% |
| All | -51.6% | +12.9% | -64.5% | -52.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling