+20.2%
MRSH vs ZM
-68.2%
+88.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -4.8% | -5.7% | +0.9% | -4.1% |
| 30D | -6.3% | -9.1% | +2.8% | -5.4% |
| 3M | +5.8% | +3.5% | +2.3% | +5.1% |
| 6M | +2.8% | +25.7% | -22.9% | -0.7% |
| YTD | -3.1% | +10.8% | -13.9% | -5.4% |
| 1Y | -11.3% | +12.8% | -24.0% | -13.7% |
| 3Y | -5.0% | +33.1% | -38.1% | -11.0% |
| All | +20.2% | -68.2% | +88.3% | +21.1% |
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 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