+14.5%
MDB vs ZM
+21.7%
-7.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.3% | -7.3% | -6.0% |
| 7D | -17.4% | +2.9% | -20.4% | -19.0% |
| 30D | -2.0% | +0.7% | -2.7% | -2.5% |
| 3M | -3.0% | -3.7% | +0.7% | -1.5% |
| 6M | +48.7% | +29.9% | +18.8% | +34.8% |
| YTD | -12.1% | +17.4% | -29.6% | -16.0% |
| 1Y | +14.5% | +22.4% | -7.9% | +8.6% |
| All | +14.5% | +21.7% | -7.2% | +8.6% |
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 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