+16.5%
SNPS vs ZM
-67.8%
+84.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.8% | +4.4% | +1.4% |
| 7D | -5.5% | +1.6% | -7.1% | -6.2% |
| 30D | -5.8% | -7.7% | +2.0% | -3.3% |
| 3M | -17.2% | -4.7% | -12.5% | -16.3% |
| 6M | -10.4% | +24.4% | -34.8% | -18.6% |
| YTD | -16.5% | +11.8% | -28.3% | -21.4% |
| 1Y | -35.6% | +13.4% | -49.0% | -39.6% |
| 3Y | -14.6% | +33.8% | -48.4% | -26.2% |
| 5Y | +16.5% | -67.2% | +83.6% | +33.4% |
| All | +16.5% | -67.8% | +84.3% | +33.4% |
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 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