+197.3%
MKSI vs ZM
+33.5%
+163.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | +2.7% | -5.7% | +8.4% | +4.2% |
| 30D | -12.8% | -9.1% | -3.7% | -10.9% |
| 3M | -22.5% | +3.5% | -26.0% | -23.9% |
| 6M | +19.4% | +25.7% | -6.3% | +6.8% |
| YTD | +67.7% | +10.8% | +57.0% | +55.3% |
| 1Y | +131.4% | +12.8% | +118.6% | +111.4% |
| 3Y | +197.3% | +33.1% | +164.2% | +145.9% |
| All | +197.3% | +33.5% | +163.8% | +145.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling