-10.8%
MDLN vs ZM
+14.4%
-25.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | -0.2% |
| 7D | +3.7% | +2.9% | +0.8% | +3.5% |
| 30D | -0.2% | +0.7% | -0.9% | -0.4% |
| 3M | +6.2% | -3.7% | +9.9% | +5.2% |
| 6M | -14.7% | +29.9% | -44.5% | -16.1% |
| YTD | -12.9% | +17.4% | -30.3% | -15.3% |
| All | -10.8% | +14.4% | -25.1% | -13.0% |
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