+112.5%
MRSH vs ZM
+46.9%
+65.6%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.3% |
| 7D | -5.9% | -2.7% | -3.2% | -5.8% |
| 30D | -7.3% | -10.0% | +2.7% | -6.9% |
| 3M | +6.7% | +1.6% | +5.1% | +6.5% |
| 6M | +3.0% | +25.0% | -22.0% | +1.8% |
| YTD | -2.9% | +10.6% | -13.5% | -3.7% |
| 1Y | -9.0% | +14.0% | -22.9% | -9.9% |
| 3Y | -4.3% | +32.5% | -36.8% | -6.2% |
| 5Y | +19.4% | -68.3% | +87.8% | +15.8% |
| All | +112.5% | +46.9% | +65.6% | +104.1% |
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 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