-62.4%
ZM vs LTH
+156.3%
-218.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.8% | -3.1% | -4.3% |
| 7D | +1.6% | +1.5% | +0.1% | +1.2% |
| 30D | -7.7% | -3.1% | -4.7% | -7.1% |
| 3M | -4.7% | +28.1% | -32.8% | -11.4% |
| 6M | +24.4% | +67.4% | -43.0% | +5.2% |
| YTD | +11.8% | +59.8% | -48.0% | -4.5% |
| 1Y | +13.4% | +45.6% | -32.2% | -0.6% |
| 3Y | +33.8% | +162.0% | -128.2% | -8.1% |
| All | -62.4% | +156.3% | -218.7% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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