+228.8%
MU vs ZM
+18.3%
+210.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.7% | -2.7% |
| 7D | +12.8% | +11.0% | +1.8% | +11.8% |
| 30D | -14.9% | +5.6% | -20.5% | -15.3% |
| 3M | -18.0% | -9.1% | -8.9% | -19.5% |
| 6M | -3.1% | -2.6% | -0.6% | -0.8% |
| YTD | +172.9% | +15.7% | +157.2% | +180.7% |
| 1Y | +228.8% | +18.8% | +210.1% | +234.7% |
| All | +228.8% | +18.3% | +210.5% | +234.7% |
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