+9.6%
ZM vs PTC
+0.1%
+9.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.2% |
| 7D | -8.4% | +0.1% | -8.5% | -8.4% |
| 30D | -1.9% | +1.5% | -3.4% | -2.3% |
| 3M | -10.1% | +37.8% | -47.8% | -19.9% |
| 6M | -13.9% | +41.2% | -55.1% | -24.1% |
| YTD | +6.4% | +12.0% | -5.6% | +7.2% |
| 1Y | +9.6% | +1.6% | +7.9% | +15.5% |
| All | +9.6% | +0.1% | +9.5% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling