+67.1%
PWR vs ZM
+13.6%
+53.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.2% |
| 7D | +4.2% | -5.7% | +9.9% | +3.9% |
| 30D | -4.0% | -9.1% | +5.0% | -4.4% |
| 3M | -4.8% | +3.5% | -8.3% | -4.1% |
| 6M | +14.6% | +25.7% | -11.0% | +14.4% |
| YTD | +54.2% | +10.8% | +43.5% | +54.4% |
| 1Y | +67.1% | +12.8% | +54.3% | +66.2% |
| All | +67.1% | +13.6% | +53.5% | +66.2% |
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