0.0%
SHOP vs ZM
+21.7%
-21.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.3% | -3.8% | -1.8% |
| 7D | -5.1% | +2.9% | -8.1% | -6.2% |
| 30D | +0.6% | +0.7% | -0.1% | +0.2% |
| 3M | +25.0% | -3.7% | +28.7% | +25.4% |
| 6M | +11.9% | +29.9% | -18.0% | +0.3% |
| YTD | -9.9% | +17.4% | -27.3% | -17.1% |
| 1Y | 0.0% | +22.4% | -22.4% | -8.2% |
| All | 0.0% | +21.7% | -21.7% | -8.2% |
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