+195.3%
LIN vs ZM
+55.9%
+139.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.3% | -4.2% | -1.1% |
| 7D | -2.1% | +2.9% | -5.1% | -2.3% |
| 30D | -2.4% | +0.7% | -3.1% | -2.5% |
| 3M | -5.6% | -3.7% | -1.9% | -5.5% |
| 6M | -3.4% | +29.9% | -33.3% | -5.2% |
| YTD | +13.1% | +17.4% | -4.3% | +11.5% |
| 1Y | +2.5% | +22.4% | -19.9% | +0.6% |
| 3Y | +27.6% | +41.3% | -13.7% | +23.6% |
| 5Y | +63.0% | -66.0% | +129.1% | +60.7% |
| All | +195.3% | +55.9% | +139.5% | +158.6% |
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