+36.3%
TRV vs ZM
+13.6%
+22.7%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | +1.9% | -5.7% | +7.6% | +1.8% |
| 30D | +1.7% | -9.1% | +10.8% | +1.6% |
| 3M | +23.9% | +3.5% | +20.4% | +23.7% |
| 6M | +26.3% | +25.7% | +0.6% | +24.9% |
| YTD | +30.8% | +10.8% | +20.1% | +28.7% |
| 1Y | +36.3% | +12.8% | +23.6% | +32.0% |
| All | +36.3% | +13.6% | +22.7% | +32.0% |
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