+206.5%
TRV vs ZM
+48.4%
+158.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.8% | +3.8% | -1.1% |
| 7D | +0.5% | +1.6% | -1.1% | +0.5% |
| 30D | -4.9% | -7.7% | +2.9% | -4.9% |
| 3M | +23.7% | -4.7% | +28.4% | +23.7% |
| 6M | +20.3% | +24.4% | -4.1% | +20.6% |
| YTD | +27.1% | +11.8% | +15.3% | +27.2% |
| 1Y | +35.3% | +13.4% | +22.0% | +35.6% |
| 3Y | +139.8% | +33.8% | +106.0% | +140.8% |
| 5Y | +153.9% | -67.2% | +221.0% | +141.8% |
| All | +206.5% | +48.4% | +158.1% | +177.9% |
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 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