+23.0%
MMM vs ZM
+8.0%
+15.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | 0.0% | +9.5% | +9.5% |
| 7D | +12.2% | -8.4% | +20.6% | +12.1% |
| 30D | +18.8% | -1.9% | +20.8% | +18.8% |
| 3M | +7.4% | -10.1% | +17.4% | +7.3% |
| 6M | +38.3% | -13.9% | +52.2% | +38.5% |
| YTD | +22.9% | +6.4% | +16.4% | +21.1% |
| 1Y | +23.0% | +9.6% | +13.4% | +20.5% |
| All | +23.0% | +8.0% | +15.0% | +20.5% |
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