+54.1%
ZM vs PNC
+137.1%
-82.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | -5.7% | -0.6% | -5.1% | -5.7% |
| 30D | -9.1% | -4.4% | -4.7% | -8.9% |
| 3M | +3.5% | +5.2% | -1.7% | +3.2% |
| 6M | +25.7% | +20.6% | +5.0% | +24.2% |
| YTD | +10.8% | +19.8% | -9.0% | +9.5% |
| 1Y | +12.8% | +24.4% | -11.7% | +11.2% |
| 3Y | +33.1% | +131.2% | -98.1% | +31.3% |
| 5Y | -68.3% | +53.1% | -121.4% | -70.3% |
| All | +54.1% | +137.1% | -82.9% | +92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling