+37.5%
MTZ vs ZM
+12.7%
+24.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -2.0% | -2.3% |
| 7D | +2.3% | +0.3% | +1.9% | +2.3% |
| 30D | -10.3% | -10.3% | 0.0% | -11.3% |
| 3M | -31.8% | -0.7% | -31.2% | -30.8% |
| 6M | -19.2% | +24.8% | -44.0% | -18.0% |
| YTD | +10.7% | +11.5% | -0.7% | +12.4% |
| 1Y | +37.5% | +12.3% | +25.2% | +39.2% |
| All | +37.5% | +12.7% | +24.8% | +39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling