+19.8%
MA vs ZM
+18.3%
+1.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +1.2% |
| 7D | +1.3% | +11.0% | -9.7% | +0.6% |
| 30D | +9.6% | +5.6% | +4.0% | +9.0% |
| 3M | +16.8% | -9.1% | +25.9% | +17.6% |
| 6M | +35.2% | -2.6% | +37.8% | +34.6% |
| YTD | +16.6% | +15.7% | +0.9% | +12.6% |
| 1Y | +19.8% | +18.8% | +1.0% | +14.7% |
| All | +19.8% | +18.3% | +1.5% | +14.7% |
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 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