-1.6%
MDLN vs ZM
+3.6%
-5.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | 0.0% | +18.4% | +18.4% |
| 7D | +24.7% | -8.4% | +33.1% | +25.4% |
| 30D | +12.7% | -1.9% | +14.6% | +12.8% |
| 3M | -4.0% | -10.1% | +6.0% | -3.4% |
| 6M | -8.7% | -13.9% | +5.2% | -8.6% |
| YTD | -3.9% | +6.4% | -10.4% | -6.0% |
| All | -1.6% | +3.6% | -5.2% | -3.4% |
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