+167.1%
RTX vs ZM
-67.8%
+234.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.8% | +3.8% | -0.7% |
| 7D | -3.1% | +1.6% | -4.7% | -3.2% |
| 30D | -10.6% | -7.7% | -2.9% | -10.2% |
| 3M | +11.6% | -4.7% | +16.3% | +11.8% |
| 6M | -4.5% | +24.4% | -28.9% | -6.6% |
| YTD | +9.6% | +11.8% | -2.2% | +7.8% |
| 1Y | +30.8% | +13.4% | +17.5% | +28.3% |
| 3Y | +152.8% | +33.8% | +119.0% | +141.9% |
| 5Y | +167.1% | -67.2% | +234.3% | +150.2% |
| All | +167.1% | -67.8% | +234.9% | +150.2% |
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 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