+54.0%
ZM vs MOH
+71.3%
-17.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.2% | -3.9% | -0.9% |
| 7D | -2.7% | -1.3% | -1.4% | -2.7% |
| 30D | -10.0% | +3.0% | -12.9% | -10.2% |
| 3M | +1.6% | +1.2% | +0.4% | +1.5% |
| 6M | +25.0% | +41.7% | -16.7% | +22.7% |
| YTD | +10.6% | +15.4% | -4.8% | +9.3% |
| 1Y | +14.0% | +11.8% | +2.2% | +12.5% |
| 3Y | +32.5% | -37.5% | +70.0% | +33.8% |
| 5Y | -68.3% | -20.6% | -47.7% | -68.4% |
| All | +54.0% | +71.3% | -17.3% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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