+42.0%
MPWR vs ZM
+14.8%
+27.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.8% | +4.4% | -0.3% |
| 7D | -0.6% | +1.6% | -2.2% | -0.6% |
| 30D | -13.1% | -7.7% | -5.3% | -13.0% |
| 3M | -21.7% | -4.7% | -17.1% | -20.9% |
| 6M | +19.5% | +24.4% | -4.9% | +15.4% |
| YTD | +34.9% | +11.8% | +23.2% | +31.9% |
| 1Y | +42.0% | +13.4% | +28.6% | +39.1% |
| All | +42.0% | +14.8% | +27.2% | +39.1% |
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