+14.0%
ZM vs TECH
+34.5%
-20.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -2.7% | -0.5% | -2.2% | -2.7% |
| 30D | -10.0% | 0.0% | -10.0% | -10.0% |
| 3M | +1.6% | +37.4% | -35.9% | -3.0% |
| 6M | +25.0% | +36.9% | -11.9% | +18.8% |
| YTD | +10.6% | +23.1% | -12.5% | +6.2% |
| 1Y | +14.0% | +42.2% | -28.3% | +10.0% |
| All | +14.0% | +34.5% | -20.5% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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