-37.6%
SMCI vs ZM
+8.0%
-45.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | 0.0% | -5.7% | -5.7% |
| 7D | -17.3% | -8.4% | -8.9% | -15.5% |
| 30D | -31.5% | -1.9% | -29.6% | -30.8% |
| 3M | -6.6% | -10.1% | +3.5% | -4.6% |
| 6M | +6.0% | -13.9% | +19.9% | +10.6% |
| YTD | +1.1% | +6.4% | -5.3% | +0.6% |
| 1Y | -37.6% | +9.6% | -47.1% | -38.4% |
| All | -37.6% | +8.0% | -45.6% | -38.4% |
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