+146.9%
V vs ZM
+55.9%
+91.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.3% | -4.2% | -1.2% |
| 7D | -1.7% | +2.9% | -4.7% | -1.9% |
| 30D | +2.0% | +0.7% | +1.3% | +1.8% |
| 3M | +17.4% | -3.7% | +21.0% | +17.5% |
| 6M | +17.5% | +29.9% | -12.4% | +15.0% |
| YTD | +7.6% | +17.4% | -9.8% | +5.9% |
| 1Y | +7.7% | +22.4% | -14.7% | +5.6% |
| 3Y | +54.7% | +41.3% | +13.4% | +49.6% |
| 5Y | +73.0% | -66.0% | +139.1% | +66.2% |
| All | +146.9% | +55.9% | +91.0% | +122.9% |
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