+147.3%
MPWR vs ZM
+38.4%
+108.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.4% | 0.0% |
| 7D | -2.6% | +2.9% | -5.5% | -3.3% |
| 30D | -9.0% | +0.7% | -9.7% | -9.6% |
| 3M | -25.8% | -3.7% | -22.1% | -25.2% |
| 6M | +11.8% | +29.9% | -18.1% | -0.2% |
| YTD | +35.5% | +17.4% | +18.1% | +24.1% |
| 1Y | +45.3% | +22.4% | +22.9% | +30.0% |
| All | +147.3% | +38.4% | +108.9% | +107.4% |
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