+54.1%
ZM vs MDY
+108.8%
-54.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | -5.7% | -1.9% | -3.8% | -4.9% |
| 30D | -9.1% | -4.6% | -4.5% | -7.1% |
| 3M | +3.5% | -1.2% | +4.8% | +4.1% |
| 6M | +25.7% | +9.2% | +16.5% | +20.4% |
| YTD | +10.8% | +13.1% | -2.3% | +4.3% |
| 1Y | +12.8% | +13.0% | -0.2% | +6.3% |
| 3Y | +33.1% | +49.2% | -16.1% | +11.8% |
| 5Y | -68.3% | +47.2% | -115.5% | -73.6% |
| All | +54.1% | +108.8% | -54.7% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 all: compounded portfolio wealth divided by compounded MDY 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…
all analysis · Full analysis span regression · 6 months rolling