+54.1%
ZM vs POET
+218.0%
-163.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | 0.0% |
| 7D | -5.7% | +0.4% | -6.1% | -5.7% |
| 30D | -9.1% | -10.4% | +1.3% | -8.9% |
| 3M | +3.5% | -29.3% | +32.9% | +4.2% |
| 6M | +25.7% | +6.9% | +18.8% | +22.9% |
| YTD | +10.8% | +25.6% | -14.8% | +7.5% |
| 1Y | +12.8% | +49.2% | -36.4% | +8.2% |
| 3Y | +33.1% | +128.4% | -95.3% | +22.1% |
| 5Y | -68.3% | -4.2% | -64.1% | -70.8% |
| All | +54.1% | +218.0% | -163.9% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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