+140.8%
PH vs ZM
+30.9%
+109.9%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.8% | +4.1% | -0.1% |
| 7D | +0.4% | +1.6% | -1.2% | +0.2% |
| 30D | -10.8% | -7.7% | -3.1% | -10.1% |
| 3M | +8.5% | -4.7% | +13.1% | +9.0% |
| 6M | +3.9% | +24.4% | -20.5% | -2.5% |
| YTD | +9.4% | +11.8% | -2.3% | +4.3% |
| 1Y | +26.8% | +13.4% | +13.4% | +19.9% |
| 3Y | +140.8% | +33.8% | +107.0% | +105.7% |
| All | +140.8% | +30.9% | +109.9% | +105.7% |
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 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