+195.7%
MRVL vs ZM
+61.1%
+134.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.1% | -6.8% | -5.5% |
| 7D | +11.0% | +11.0% | 0.0% | +6.9% |
| 30D | -36.1% | +5.6% | -41.7% | -36.9% |
| 3M | -29.4% | -9.1% | -20.3% | -27.3% |
| 6M | -11.9% | -2.6% | -9.3% | -11.2% |
| YTD | +84.8% | +15.7% | +69.1% | +72.7% |
| 1Y | +79.4% | +18.8% | +60.7% | +65.2% |
| 3Y | +195.7% | +62.2% | +133.6% | +155.3% |
| All | +195.7% | +61.1% | +134.7% | +155.3% |
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