+53.5%
PPL vs ZM
+55.9%
-2.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | +0.1% |
| 7D | +2.7% | +2.9% | -0.3% | +2.7% |
| 30D | +0.5% | +0.7% | -0.2% | +0.5% |
| 3M | +0.7% | -3.7% | +4.3% | +0.6% |
| 6M | -7.6% | +29.9% | -37.5% | -7.0% |
| YTD | +1.8% | +17.4% | -15.6% | +2.4% |
| 1Y | -0.8% | +22.4% | -23.1% | -0.1% |
| 3Y | +56.9% | +41.3% | +15.6% | +58.4% |
| 5Y | +39.5% | -66.0% | +105.5% | +30.1% |
| All | +53.5% | +55.9% | -2.4% | +56.5% |
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