+37.7%
PPL vs ZM
-67.8%
+105.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.8% | +4.7% | +0.1% |
| 7D | +1.8% | +1.6% | +0.1% | +1.7% |
| 30D | -1.1% | -7.7% | +6.6% | -0.8% |
| 3M | 0.0% | -4.7% | +4.7% | +0.1% |
| 6M | -7.6% | +24.4% | -32.0% | -9.0% |
| YTD | +1.7% | +11.8% | -10.0% | +0.6% |
| 1Y | +1.5% | +13.4% | -11.8% | +0.2% |
| 3Y | +55.3% | +33.8% | +21.4% | +50.2% |
| 5Y | +37.7% | -67.2% | +104.9% | +30.3% |
| All | +37.7% | -67.8% | +105.5% | +30.3% |
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