-12.9%
SNPS vs ZM
+61.1%
-74.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.8% | -2.5% |
| 7D | +1.1% | +11.0% | -10.0% | -3.2% |
| 30D | -5.2% | +5.6% | -10.8% | -7.4% |
| 3M | +10.6% | -9.1% | +19.7% | +13.9% |
| 6M | -10.6% | -2.6% | -8.1% | -11.0% |
| YTD | -3.1% | +15.7% | -18.7% | -10.2% |
| 1Y | +15.6% | +18.8% | -3.2% | +5.8% |
| 3Y | -12.9% | +62.2% | -75.1% | -23.7% |
| All | -12.9% | +61.1% | -74.0% | -23.7% |
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