+278.5%
SPOT vs ZM
+48.4%
+230.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.8% | +2.3% | -1.1% |
| 7D | -2.9% | +1.6% | -4.5% | -3.4% |
| 30D | +8.3% | -7.7% | +16.0% | +10.4% |
| 3M | +5.1% | -4.7% | +9.7% | +5.7% |
| 6M | -6.5% | +24.4% | -30.9% | -14.2% |
| YTD | -9.0% | +11.8% | -20.7% | -14.5% |
| 1Y | -26.4% | +13.4% | -39.8% | -31.5% |
| 3Y | +240.0% | +33.8% | +206.2% | +193.4% |
| 5Y | +111.7% | -67.2% | +178.9% | +149.9% |
| All | +278.5% | +48.4% | +230.2% | +254.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling