+58.2%
ZM vs PTC
+103.2%
-45.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -0.2% | +8.1% | +8.0% |
| 7D | +6.8% | +0.5% | +6.3% | +6.6% |
| 30D | +0.1% | +0.9% | -0.8% | -0.2% |
| 3M | -7.5% | +30.4% | -37.9% | -20.2% |
| 6M | -8.4% | +34.4% | -42.9% | -22.7% |
| YTD | +13.7% | +12.6% | +1.1% | +4.3% |
| 1Y | +15.9% | +10.2% | +5.8% | +7.5% |
| 3Y | +58.0% | +29.4% | +28.7% | +31.6% |
| 5Y | -60.4% | +63.7% | -124.1% | -70.4% |
| All | +58.2% | +103.2% | -45.0% | +21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling