+980.0%
SMCI vs ZM
-68.2%
+1,048.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | -5.7% | +7.0% | +3.4% |
| 30D | +6.6% | -9.1% | +15.7% | +10.1% |
| 3M | +25.4% | +3.5% | +21.9% | +22.3% |
| 6M | +26.1% | +25.7% | +0.5% | +12.9% |
| YTD | +37.0% | +10.8% | +26.2% | +27.9% |
| 1Y | -8.8% | +12.8% | -21.5% | -15.7% |
| 3Y | +44.6% | +33.1% | +11.5% | +25.2% |
| All | +980.0% | -68.2% | +1,048.1% | +1,148.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling