-21.4%
ISRG vs ZM
+15.8%
-37.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.9% | -8.0% | -0.9% |
| 7D | -6.8% | +6.8% | -13.6% | -7.4% |
| 30D | +5.1% | +0.1% | +5.0% | +5.0% |
| 3M | +12.0% | -7.5% | +19.6% | +13.0% |
| 6M | +7.0% | -8.4% | +15.5% | +7.2% |
| YTD | -20.6% | +13.7% | -34.3% | -23.1% |
| 1Y | -21.4% | +15.9% | -37.4% | -24.5% |
| All | -21.4% | +15.8% | -37.3% | -24.5% |
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