+166.1%
MRK vs ZM
+48.4%
+117.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.8% | +3.6% | -1.2% |
| 7D | -0.9% | +1.6% | -2.6% | -0.9% |
| 30D | +15.5% | -7.7% | +23.2% | +15.5% |
| 3M | +25.1% | -4.7% | +29.8% | +25.2% |
| 6M | +30.1% | +24.4% | +5.7% | +30.0% |
| YTD | +43.1% | +11.8% | +31.3% | +43.0% |
| 1Y | +82.5% | +13.4% | +69.1% | +82.3% |
| 3Y | +49.3% | +33.8% | +15.5% | +49.1% |
| 5Y | +130.3% | -67.2% | +197.4% | +128.4% |
| All | +166.1% | +48.4% | +117.8% | +140.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling