+148.6%
TE vs ZM
+21.7%
+126.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.3% | -1.9% | +0.8% |
| 7D | -4.0% | +2.9% | -6.9% | -4.4% |
| 30D | -15.9% | +0.7% | -16.6% | -16.4% |
| 3M | -60.5% | -3.7% | -56.9% | -59.8% |
| 6M | -35.2% | +29.9% | -65.1% | -40.0% |
| YTD | -31.1% | +17.4% | -48.6% | -35.3% |
| 1Y | +148.6% | +22.4% | +126.3% | +114.8% |
| All | +148.6% | +21.7% | +126.9% | +114.8% |
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