-6.3%
SHOP vs ZM
+15.1%
-21.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.5% |
| 7D | +2.1% | +10.0% | -7.9% | -2.1% |
| 30D | -16.8% | -0.5% | -16.4% | -16.8% |
| 3M | -2.4% | -7.1% | +4.7% | +0.2% |
| 6M | +47.0% | -5.1% | +52.1% | +48.0% |
| YTD | -8.8% | +13.2% | -22.0% | -14.8% |
| 1Y | -6.3% | +15.3% | -21.6% | -12.5% |
| All | -6.3% | +15.1% | -21.3% | -12.5% |
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