-17.0%
MDLN vs ZM
+8.5%
-25.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.6% | -1.8% |
| 7D | -6.2% | +0.3% | -6.5% | -6.1% |
| 30D | +0.7% | -10.3% | +11.0% | +1.3% |
| 3M | -5.4% | -0.7% | -4.8% | -5.9% |
| 6M | -21.6% | +24.8% | -46.4% | -22.5% |
| YTD | -18.9% | +11.5% | -30.4% | -20.9% |
| All | -17.0% | +8.5% | -25.5% | -18.7% |
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 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