+8.9%
PH vs ZM
-8.1%
+17.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.6% |
| 7D | +7.4% | +10.0% | -2.6% | +8.1% |
| 30D | +0.5% | -0.5% | +0.9% | +0.2% |
| 3M | -10.2% | -7.1% | -3.2% | -11.3% |
| 6M | +8.9% | -5.1% | +14.0% | +9.7% |
| All | +8.9% | -8.1% | +17.1% | +9.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling