+82.6%
SMR vs ZM
+34.4%
+48.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.2% |
| 7D | +13.1% | +0.3% | +12.7% | +12.3% |
| 30D | +17.8% | -10.3% | +28.0% | +23.2% |
| 3M | +8.1% | -0.7% | +8.8% | +7.3% |
| 6M | -11.1% | +24.8% | -35.9% | -23.3% |
| YTD | -23.7% | +11.5% | -35.2% | -31.3% |
| 1Y | -69.4% | +12.3% | -81.7% | -72.6% |
| All | +82.6% | +34.4% | +48.2% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling