+15.3%
ZM vs SIMO
+92.3%
-76.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.3% |
| 7D | +10.0% | +14.9% | -4.9% | +9.2% |
| 30D | -0.5% | -27.0% | +26.5% | +0.6% |
| 3M | -7.1% | -25.4% | +18.3% | -6.4% |
| 6M | -5.1% | -30.3% | +25.1% | -6.2% |
| YTD | +13.2% | +95.8% | -82.6% | -1.2% |
| 1Y | +15.3% | +100.0% | -84.7% | +0.2% |
| All | +15.3% | +92.3% | -76.9% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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