+42.1%
U vs ZM
+18.3%
+23.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.1% | +3.1% | +4.3% |
| 7D | +2.6% | +11.0% | -8.5% | -2.3% |
| 30D | +27.6% | +5.6% | +21.9% | +24.0% |
| 3M | +15.3% | -9.1% | +24.5% | +20.0% |
| 6M | +96.4% | -2.6% | +99.0% | +95.8% |
| YTD | +19.6% | +15.7% | +3.9% | +12.7% |
| 1Y | +42.1% | +18.8% | +23.4% | +33.1% |
| All | +42.1% | +18.3% | +23.8% | +33.1% |
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