+36.9%
MNST vs ZM
+14.8%
+22.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.8% | +3.3% | -1.6% |
| 7D | -4.1% | +1.6% | -5.7% | -4.0% |
| 30D | -4.5% | -7.7% | +3.2% | -4.6% |
| 3M | -2.5% | -4.7% | +2.2% | -2.5% |
| 6M | +14.1% | +24.4% | -10.3% | +15.1% |
| YTD | +12.6% | +11.8% | +0.8% | +12.9% |
| 1Y | +36.9% | +13.4% | +23.6% | +36.9% |
| All | +36.9% | +14.8% | +22.1% | +36.9% |
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 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