-22.5%
PDD vs ZM
+42.4%
-64.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.3% |
| 7D | +5.6% | -5.9% | +11.5% | +6.6% |
| 30D | +5.8% | -5.2% | +10.9% | +6.4% |
| 3M | -8.6% | -11.3% | +2.7% | -7.2% |
| 6M | -18.8% | -14.5% | -4.3% | -17.6% |
| YTD | -26.8% | +4.2% | -30.9% | -28.6% |
| 1Y | -39.3% | +9.3% | -48.6% | -41.5% |
| 3Y | -22.5% | +45.4% | -67.9% | -35.3% |
| All | -22.5% | +42.4% | -64.8% | -35.3% |
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