+816.3%
TTMI vs ZM
-67.6%
+883.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.7% | -3.9% |
| 7D | +7.5% | +0.3% | +7.1% | +7.4% |
| 30D | -4.5% | -10.3% | +5.8% | -2.5% |
| 3M | -28.5% | -0.7% | -27.9% | -29.0% |
| 6M | +28.4% | +24.8% | +3.5% | +18.9% |
| YTD | +80.1% | +11.5% | +68.6% | +70.0% |
| 1Y | +161.0% | +12.3% | +148.7% | +145.6% |
| 3Y | +862.4% | +33.5% | +829.0% | +752.1% |
| All | +816.3% | -67.6% | +883.9% | +737.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling