+36.0%
INTU vs ZM
+55.9%
-19.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.3% | -6.6% | -4.1% |
| 7D | -7.1% | +2.9% | -10.0% | -7.7% |
| 30D | +1.5% | +0.7% | +0.8% | +1.2% |
| 3M | +10.7% | -3.7% | +14.3% | +11.4% |
| 6M | -23.8% | +29.9% | -53.7% | -27.9% |
| YTD | -49.3% | +17.4% | -66.7% | -51.1% |
| 1Y | -49.7% | +22.4% | -72.1% | -51.9% |
| 3Y | -38.0% | +41.3% | -79.3% | -43.3% |
| 5Y | -38.7% | -66.0% | +27.3% | -36.9% |
| All | +36.0% | +55.9% | -19.9% | +23.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling