+12.3%
TPR vs ZM
+13.6%
-1.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.1% | +2.3% |
| 7D | -3.0% | -5.7% | +2.7% | -3.5% |
| 30D | -22.6% | -9.1% | -13.5% | -23.1% |
| 3M | -18.2% | +3.5% | -21.7% | -18.0% |
| 6M | -18.0% | +25.7% | -43.6% | -18.6% |
| YTD | -6.4% | +10.8% | -17.1% | -6.9% |
| 1Y | +12.3% | +12.8% | -0.5% | +10.5% |
| All | +12.3% | +13.6% | -1.3% | +10.5% |
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