+140.0%
TRV vs ZM
+33.4%
+106.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.6% |
| 7D | -1.5% | -2.7% | +1.3% | -1.3% |
| 30D | -1.8% | -10.0% | +8.2% | -1.3% |
| 3M | +21.6% | +1.6% | +20.0% | +21.1% |
| 6M | +22.5% | +25.0% | -2.5% | +19.0% |
| YTD | +28.1% | +10.6% | +17.5% | +25.5% |
| 1Y | +37.0% | +14.0% | +23.1% | +33.5% |
| All | +140.0% | +33.4% | +106.7% | +120.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling