+49.0%
REGN vs ZM
+8.0%
+40.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | +14.4% | -8.4% | +22.8% | +14.8% |
| 30D | +28.1% | -1.9% | +30.0% | +27.9% |
| 3M | +22.5% | -10.1% | +32.6% | +22.9% |
| 6M | +31.6% | -13.9% | +45.4% | +31.4% |
| YTD | +21.0% | +6.4% | +14.6% | +18.6% |
| 1Y | +49.0% | +9.6% | +39.4% | +45.6% |
| All | +49.0% | +8.0% | +40.9% | +45.6% |
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