+46.1%
MRK vs ZM
+33.4%
+12.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.9% |
| 7D | -5.0% | -2.7% | -2.3% | -4.9% |
| 30D | +11.0% | -10.0% | +21.0% | +11.5% |
| 3M | +22.4% | +1.6% | +20.8% | +22.4% |
| 6M | +25.4% | +25.0% | +0.4% | +23.8% |
| YTD | +39.5% | +10.6% | +28.9% | +38.2% |
| 1Y | +78.0% | +14.0% | +64.0% | +75.6% |
| All | +46.1% | +33.4% | +12.8% | +42.5% |
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 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