+125.2%
MPWR vs ZM
-65.8%
+191.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.2% | +4.0% | +4.7% |
| 7D | -1.7% | -5.9% | +4.1% | +1.0% |
| 30D | -16.5% | -5.2% | -11.4% | -14.4% |
| 3M | -12.3% | -11.3% | -1.0% | -8.3% |
| 6M | -27.7% | -14.5% | -13.2% | -24.6% |
| YTD | +32.0% | +4.2% | +27.8% | +21.3% |
| 1Y | +25.1% | +9.3% | +15.8% | +11.5% |
| 3Y | +146.5% | +45.4% | +101.1% | +80.1% |
| All | +125.2% | -65.8% | +191.0% | +156.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling