+37.5%
ZM vs PTC
-2.9%
+40.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -6.0% | +9.3% | +6.1% |
| 7D | +2.9% | -10.3% | +13.2% | +8.2% |
| 30D | +0.7% | +1.1% | -0.5% | 0.0% |
| 3M | -3.7% | +1.6% | -5.3% | -5.2% |
| 6M | +29.9% | -13.5% | +43.3% | +37.7% |
| YTD | +17.4% | -19.1% | +36.5% | +28.1% |
| 1Y | +22.4% | -33.9% | +56.3% | +45.3% |
| All | +37.5% | -2.9% | +40.4% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling