+99.2%
WMT vs ZM
+33.4%
+65.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | -0.1% |
| 7D | -2.5% | -2.7% | +0.2% | -2.4% |
| 30D | -6.4% | -10.0% | +3.6% | -6.0% |
| 3M | -12.1% | +1.6% | -13.7% | -12.3% |
| 6M | -15.0% | +25.0% | -39.9% | -16.3% |
| YTD | -4.5% | +10.6% | -15.1% | -5.5% |
| 1Y | +6.2% | +14.0% | -7.8% | +4.7% |
| All | +99.2% | +33.4% | +65.8% | +88.1% |
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 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