+194.1%
MDB vs ZM
+55.9%
+138.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.3% | -7.3% | -5.8% |
| 7D | -17.4% | +2.9% | -20.4% | -18.9% |
| 30D | -2.0% | +0.7% | -2.7% | -2.5% |
| 3M | -3.0% | -3.7% | +0.7% | -1.2% |
| 6M | +48.7% | +29.9% | +18.8% | +29.6% |
| YTD | -12.1% | +17.4% | -29.6% | -20.0% |
| 1Y | +14.5% | +22.4% | -7.9% | +1.3% |
| 3Y | -6.1% | +41.3% | -47.4% | -23.8% |
| 5Y | -27.3% | -66.0% | +38.7% | +6.6% |
| All | +194.1% | +55.9% | +138.2% | +112.8% |
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