+63.4%
ZM vs PTC
+46.1%
+17.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -6.0% | +9.3% | +6.2% |
| 7D | +2.9% | -10.3% | +13.2% | +8.3% |
| 30D | +0.7% | +1.1% | -0.5% | -0.1% |
| 3M | -3.7% | +1.6% | -5.3% | -5.4% |
| 6M | +29.9% | -13.5% | +43.3% | +38.1% |
| YTD | +17.4% | -19.1% | +36.5% | +28.8% |
| 1Y | +22.4% | -33.9% | +56.3% | +47.6% |
| 3Y | +41.3% | -3.9% | +45.2% | +38.2% |
| 5Y | -66.0% | +6.0% | -72.1% | -68.7% |
| All | +63.4% | +46.1% | +17.3% | +50.1% |
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