+272.3%
MTZ vs ZM
+61.1%
+211.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.4% | -1.5% |
| 7D | +5.0% | +11.0% | -6.1% | +3.6% |
| 30D | -6.0% | +5.6% | -11.6% | -6.8% |
| 3M | -36.1% | -9.1% | -27.0% | -35.7% |
| 6M | -56.9% | -2.6% | -54.3% | -56.8% |
| YTD | -15.9% | +15.7% | -31.6% | -19.7% |
| 1Y | -3.8% | +18.8% | -22.6% | -9.0% |
| 3Y | +272.3% | +62.2% | +210.1% | +241.2% |
| All | +272.3% | +61.1% | +211.2% | +241.2% |
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 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