+55.5%
ZM vs PNC
+135.8%
-80.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.1% | -3.7% | -4.8% |
| 7D | +1.6% | +2.3% | -0.7% | +1.5% |
| 30D | -7.7% | -3.8% | -3.9% | -7.5% |
| 3M | -4.7% | +7.8% | -12.5% | -5.1% |
| 6M | +24.4% | +19.7% | +4.7% | +23.1% |
| YTD | +11.8% | +19.1% | -7.3% | +10.5% |
| 1Y | +13.4% | +23.1% | -9.8% | +11.8% |
| 3Y | +33.8% | +132.1% | -98.3% | +32.0% |
| 5Y | -67.2% | +52.2% | -119.4% | -69.2% |
| All | +55.5% | +135.8% | -80.2% | +94.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling