+135.9%
WMT vs ZM
-68.2%
+204.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | 0.0% | -5.7% | +5.7% | +0.3% |
| 30D | -7.4% | -9.1% | +1.7% | -7.0% |
| 3M | -10.9% | +3.5% | -14.4% | -11.1% |
| 6M | -12.7% | +25.7% | -38.3% | -14.2% |
| YTD | -3.2% | +10.8% | -14.0% | -4.3% |
| 1Y | +5.3% | +12.8% | -7.5% | +3.8% |
| 3Y | +101.9% | +33.1% | +68.7% | +95.7% |
| All | +135.9% | -68.2% | +204.1% | +129.2% |
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