+463.6%
PH vs ZM
+55.9%
+407.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.5% | -0.3% |
| 7D | -3.1% | +2.9% | -6.0% | -3.2% |
| 30D | -3.2% | +0.7% | -3.9% | -3.3% |
| 3M | +10.6% | -3.7% | +14.3% | +10.7% |
| 6M | -2.1% | +29.9% | -32.0% | -3.8% |
| YTD | +10.2% | +17.4% | -7.2% | +8.7% |
| 1Y | +28.2% | +22.4% | +5.8% | +26.1% |
| 3Y | +134.9% | +41.3% | +93.6% | +128.7% |
| 5Y | +253.6% | -66.0% | +319.7% | +226.6% |
| All | +463.6% | +55.9% | +407.7% | +441.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling