+23.1%
PH vs ZM
+12.1%
+11.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.7% |
| 7D | -3.1% | -2.7% | -0.4% | -3.4% |
| 30D | -11.8% | -10.0% | -1.8% | -12.6% |
| 3M | +6.9% | +1.6% | +5.3% | +7.7% |
| 6M | -1.3% | +25.0% | -26.2% | -1.0% |
| YTD | +7.0% | +10.6% | -3.7% | +7.0% |
| 1Y | +23.1% | +14.0% | +9.2% | +22.9% |
| All | +23.1% | +12.1% | +11.0% | +22.9% |
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