+103.0%
LOW vs ZM
+48.4%
+54.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.8% | +3.0% | -1.3% |
| 7D | +0.4% | +1.6% | -1.2% | +0.2% |
| 30D | -10.1% | -7.7% | -2.4% | -9.5% |
| 3M | -2.9% | -4.7% | +1.8% | -2.6% |
| 6M | -19.4% | +24.4% | -43.8% | -21.7% |
| YTD | -15.4% | +11.8% | -27.2% | -17.2% |
| 1Y | -24.9% | +13.4% | -38.3% | -26.7% |
| 3Y | -7.8% | +33.8% | -41.6% | -12.2% |
| 5Y | +8.4% | -67.2% | +75.5% | +8.4% |
| All | +103.0% | +48.4% | +54.6% | +85.3% |
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