+4,437.1%
SNDK vs ZM
+14.7%
+4,422.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -6.1% | -5.7% | -0.4% | -5.2% |
| 30D | +21.5% | -9.1% | +30.6% | +23.5% |
| 3M | -13.2% | +3.5% | -16.7% | -13.3% |
| 6M | +149.2% | +25.7% | +123.5% | +129.6% |
| YTD | +588.1% | +10.8% | +577.3% | +545.9% |
| 1Y | +1,837.5% | +12.8% | +1,824.8% | +1,698.2% |
| All | +4,437.1% | +14.7% | +4,422.3% | +4,014.5% |
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