+113.2%
WDC vs ZM
+8.0%
+105.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | 0.0% | -6.8% | -6.8% |
| 7D | -18.3% | -8.4% | -9.9% | -18.1% |
| 30D | -26.7% | -1.9% | -24.8% | -26.4% |
| 3M | -40.9% | -10.1% | -30.9% | -40.9% |
| 6M | -26.8% | -13.9% | -12.9% | -24.6% |
| YTD | +88.2% | +6.4% | +81.7% | +87.9% |
| 1Y | +113.2% | +9.6% | +103.6% | +110.5% |
| All | +113.2% | +8.0% | +105.1% | +110.5% |
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 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