+176.8%
RTX vs ZM
+50.9%
+125.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.9% | -7.4% | +0.7% |
| 7D | +1.4% | +6.8% | -5.4% | +1.6% |
| 30D | +7.8% | +0.1% | +7.7% | +7.9% |
| 3M | -9.8% | -7.5% | -2.3% | -9.9% |
| 6M | +13.5% | -8.4% | +22.0% | +13.5% |
| YTD | +10.9% | +13.7% | -2.7% | +11.4% |
| 1Y | +14.0% | +15.9% | -2.0% | +14.5% |
| 3Y | +159.9% | +58.0% | +101.9% | +163.3% |
| 5Y | +151.7% | -60.4% | +212.1% | +134.5% |
| All | +176.8% | +50.9% | +125.9% | +165.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling