+54.0%
ZM vs PPG
+1.7%
+52.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.2% | -0.4% |
| 7D | -2.7% | -5.1% | +2.4% | -1.7% |
| 30D | -10.0% | -9.6% | -0.4% | -8.3% |
| 3M | +1.6% | -6.4% | +8.0% | +2.6% |
| 6M | +25.0% | +0.5% | +24.5% | +23.8% |
| YTD | +10.6% | +4.4% | +6.2% | +8.5% |
| 1Y | +14.0% | -0.9% | +14.9% | +12.9% |
| 3Y | +32.5% | -17.0% | +49.4% | +34.5% |
| 5Y | -68.3% | -23.7% | -44.7% | -69.7% |
| All | +54.0% | +1.7% | +52.3% | +113.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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