+39.7%
RIG vs ZM
+8.0%
+31.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | 0.0% | -7.6% | -7.6% |
| 7D | -18.8% | -8.4% | -10.4% | -17.8% |
| 30D | -1.1% | -1.9% | +0.8% | -0.8% |
| 3M | +4.4% | -10.1% | +14.5% | +5.8% |
| 6M | -20.8% | -13.9% | -6.9% | -19.1% |
| YTD | +32.0% | +6.4% | +25.5% | +29.4% |
| 1Y | +39.7% | +9.6% | +30.2% | +36.2% |
| All | +39.7% | +8.0% | +31.7% | +36.2% |
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