+110.6%
SPOT vs ZM
-67.8%
+178.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.1% |
| 7D | -6.9% | -2.7% | -4.1% | -5.8% |
| 30D | +4.1% | -10.0% | +14.1% | +8.5% |
| 3M | +3.7% | +1.6% | +2.1% | +1.5% |
| 6M | -1.6% | +25.0% | -26.6% | -14.9% |
| YTD | -10.2% | +10.6% | -20.8% | -19.0% |
| 1Y | -25.9% | +14.0% | -39.9% | -34.8% |
| 3Y | +235.6% | +32.5% | +203.1% | +157.8% |
| 5Y | +110.6% | -68.3% | +178.9% | +253.0% |
| All | +110.6% | -67.8% | +178.4% | +253.0% |
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