-22.3%
SYK vs ZM
+21.7%
-44.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.3% | -4.8% | -1.5% |
| 7D | -8.3% | +2.9% | -11.3% | -8.3% |
| 30D | -10.1% | +0.7% | -10.7% | -9.9% |
| 3M | +0.9% | -3.7% | +4.6% | +0.3% |
| 6M | -20.2% | +29.9% | -50.1% | -20.8% |
| YTD | -13.3% | +17.4% | -30.7% | -13.9% |
| 1Y | -22.3% | +22.4% | -44.7% | -23.5% |
| All | -22.3% | +21.7% | -44.1% | -23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling