+96.9%
PSX vs ZM
+8.0%
+88.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -5.2% | -8.4% | +3.2% | -4.6% |
| 30D | -3.7% | -1.9% | -1.8% | -3.7% |
| 3M | +26.8% | -10.1% | +36.8% | +27.7% |
| 6M | +47.3% | -13.9% | +61.2% | +48.1% |
| YTD | +105.4% | +6.4% | +99.0% | +103.6% |
| 1Y | +96.9% | +9.6% | +87.4% | +93.5% |
| All | +96.9% | +8.0% | +88.9% | +93.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling