+212.8%
RDDT vs ZM
+42.1%
+170.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.4% | +1.5% |
| 7D | +2.1% | -5.7% | +7.8% | +4.8% |
| 30D | +2.8% | -9.1% | +11.9% | +6.5% |
| 3M | -8.9% | +3.5% | -12.5% | -11.5% |
| 6M | +15.1% | +25.7% | -10.6% | -1.1% |
| YTD | -31.4% | +10.8% | -42.1% | -38.3% |
| 1Y | -39.4% | +12.8% | -52.2% | -45.9% |
| All | +212.8% | +42.1% | +170.7% | +228.4% |
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