+1,342.5%
MU vs ZM
-66.2%
+1,408.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.3% | +2.8% | +5.2% |
| 7D | +9.0% | +2.9% | +6.0% | +8.1% |
| 30D | +13.8% | +0.7% | +13.1% | +13.2% |
| 3M | +2.1% | -3.7% | +5.8% | +2.4% |
| 6M | +153.8% | +29.9% | +123.9% | +127.2% |
| YTD | +256.4% | +17.4% | +239.0% | +226.3% |
| 1Y | +719.8% | +22.4% | +697.4% | +636.5% |
| 3Y | +1,360.4% | +41.3% | +1,319.1% | +1,117.6% |
| All | +1,342.5% | -66.2% | +1,408.7% | +1,332.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling