+46.4%
PPL vs ZM
-60.7%
+107.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -2.2% | +10.0% | -12.2% | -2.6% |
| 30D | +1.7% | -0.5% | +2.1% | +1.6% |
| 3M | +0.1% | -7.1% | +7.2% | +0.3% |
| 6M | -1.5% | -5.1% | +3.6% | -1.5% |
| YTD | +3.0% | +13.2% | -10.3% | +1.7% |
| 1Y | -1.4% | +15.3% | -16.8% | -2.8% |
| 3Y | +53.5% | +57.4% | -4.0% | +46.7% |
| 5Y | +46.4% | -61.7% | +108.1% | +39.4% |
| All | +46.4% | -60.7% | +107.1% | +39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling