-4.9%
SHOP vs ZM
+8.0%
-13.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | -9.0% | -8.4% | -0.6% | -5.5% |
| 30D | -4.4% | -1.9% | -2.5% | -3.5% |
| 3M | +24.1% | -10.1% | +34.2% | +29.5% |
| 6M | +20.0% | -13.9% | +33.8% | +25.7% |
| YTD | -4.9% | +6.4% | -11.4% | -9.0% |
| 1Y | -4.9% | +9.6% | -14.5% | -10.0% |
| All | -4.9% | +8.0% | -13.0% | -10.0% |
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