+77.8%
JNJ vs ZM
+33.5%
+44.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -3.5% | -5.7% | +2.2% | -3.4% |
| 30D | +2.3% | -9.1% | +11.4% | +2.5% |
| 3M | +12.0% | +3.5% | +8.5% | +11.9% |
| 6M | +10.5% | +25.7% | -15.2% | +9.4% |
| YTD | +30.4% | +10.8% | +19.6% | +29.6% |
| 1Y | +52.1% | +12.8% | +39.4% | +50.9% |
| 3Y | +77.8% | +33.1% | +44.7% | +67.7% |
| All | +77.8% | +33.5% | +44.3% | +67.7% |
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