+177.1%
W vs ZM
+58.3%
+118.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.9% | -6.2% | -1.9% |
| 7D | -7.4% | +6.8% | -14.2% | -10.2% |
| 30D | +7.8% | +0.1% | +7.7% | +7.6% |
| 3M | +10.9% | -7.5% | +18.4% | +14.1% |
| 6M | +86.4% | -8.4% | +94.9% | +90.8% |
| YTD | +14.0% | +13.7% | +0.3% | +0.8% |
| 1Y | +3.5% | +15.9% | -12.4% | -10.0% |
| All | +177.1% | +58.3% | +118.8% | +79.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling