+808.7%
TQQQ vs ZM
+46.9%
+761.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.5% | -2.9% |
| 7D | -3.9% | -2.7% | -1.2% | -2.7% |
| 30D | -5.3% | -10.0% | +4.7% | -0.6% |
| 3M | +0.1% | +1.6% | -1.5% | -2.0% |
| 6M | +40.7% | +25.0% | +15.7% | +22.1% |
| YTD | +31.8% | +10.6% | +21.2% | +20.4% |
| 1Y | +48.2% | +14.0% | +34.3% | +32.9% |
| 3Y | +253.6% | +32.5% | +221.1% | +195.5% |
| 5Y | +99.6% | -68.3% | +167.9% | +171.8% |
| All | +808.7% | +46.9% | +761.9% | +715.6% |
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