-40.7%
INTU vs ZM
+30.9%
-71.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.8% | +0.7% | -2.3% |
| 7D | -7.5% | +1.6% | -9.2% | -8.1% |
| 30D | -1.9% | -7.7% | +5.8% | +0.9% |
| 3M | +4.9% | -4.7% | +9.5% | +6.3% |
| 6M | -33.2% | +24.4% | -57.7% | -37.5% |
| YTD | -51.4% | +11.8% | -63.2% | -53.1% |
| 1Y | -52.0% | +13.4% | -65.3% | -53.9% |
| 3Y | -40.7% | +33.8% | -74.5% | -47.8% |
| All | -40.7% | +30.9% | -71.6% | -47.8% |
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