+35.8%
MSCI vs ZM
+61.1%
-25.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +1.0% |
| 7D | +3.0% | +11.0% | -8.0% | +1.0% |
| 30D | +17.8% | +5.6% | +12.1% | +16.4% |
| 3M | +15.2% | -9.1% | +24.3% | +16.8% |
| 6M | +16.5% | -2.6% | +19.0% | +16.0% |
| YTD | +16.4% | +15.7% | +0.7% | +11.5% |
| 1Y | +16.8% | +18.8% | -1.9% | +11.2% |
| 3Y | +35.8% | +62.2% | -26.4% | +24.6% |
| All | +35.8% | +61.1% | -25.3% | +24.6% |
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