+49.5%
TXN vs ZM
+13.6%
+35.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +4.0% | -5.7% | +9.7% | +3.9% |
| 30D | -2.9% | -9.1% | +6.2% | -3.1% |
| 3M | -9.1% | +3.5% | -12.6% | -8.4% |
| 6M | +36.6% | +25.7% | +11.0% | +34.7% |
| YTD | +57.5% | +10.8% | +46.7% | +56.5% |
| 1Y | +49.5% | +12.8% | +36.8% | +48.7% |
| All | +49.5% | +13.6% | +35.9% | +48.7% |
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