+61.0%
ZM vs PSA
+108.7%
-47.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.4% | +2.2% |
| 7D | +11.0% | -1.4% | +12.5% | +11.2% |
| 30D | +5.6% | +15.2% | -9.5% | +3.7% |
| 3M | -9.1% | +2.2% | -11.4% | -9.4% |
| 6M | -2.6% | +11.7% | -14.2% | -4.0% |
| YTD | +15.7% | +32.0% | -16.4% | +10.7% |
| 1Y | +18.8% | +26.3% | -7.5% | +14.4% |
| 3Y | +62.2% | +52.4% | +9.8% | +52.3% |
| 5Y | -60.9% | +26.3% | -87.1% | -62.5% |
| All | +61.0% | +108.7% | -47.7% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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