+285.3%
WMB vs ZM
-67.8%
+353.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.8% | +7.1% | +2.5% |
| 7D | +0.8% | +1.6% | -0.8% | +0.7% |
| 30D | +7.7% | -7.7% | +15.4% | +8.0% |
| 3M | +6.7% | -4.7% | +11.4% | +6.8% |
| 6M | +3.6% | +24.4% | -20.8% | +1.8% |
| YTD | +28.0% | +11.8% | +16.2% | +26.3% |
| 1Y | +37.6% | +13.4% | +24.3% | +35.5% |
| 3Y | +149.0% | +33.8% | +115.2% | +140.5% |
| 5Y | +285.3% | -67.2% | +352.5% | +253.3% |
| All | +285.3% | -67.8% | +353.1% | +253.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling