+33.0%
ZM vs PNC
+129.9%
-96.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.1% |
| 7D | -2.7% | -0.9% | -1.8% | -2.4% |
| 30D | -10.0% | -4.4% | -5.6% | -8.6% |
| 3M | +1.6% | +5.3% | -3.7% | -0.5% |
| 6M | +25.0% | +19.6% | +5.4% | +16.1% |
| YTD | +10.6% | +19.1% | -8.5% | +2.4% |
| 1Y | +14.0% | +24.3% | -10.4% | +3.4% |
| All | +33.0% | +129.9% | -96.9% | -2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling