+34.1%
MSCI vs ZM
+42.4%
-8.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -2.5% |
| 7D | +2.8% | -5.9% | +8.7% | +3.9% |
| 30D | +15.4% | -5.2% | +20.6% | +16.3% |
| 3M | +13.4% | -11.3% | +24.7% | +15.5% |
| 6M | +10.9% | -14.5% | +25.4% | +13.1% |
| YTD | +13.0% | +4.2% | +8.8% | +10.4% |
| 1Y | +12.0% | +9.3% | +2.7% | +8.3% |
| 3Y | +34.1% | +45.4% | -11.3% | +21.8% |
| All | +34.1% | +42.4% | -8.3% | +21.8% |
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