+34.0%
ZM vs TECH
+1.4%
+32.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +0.3% | -0.1% | +0.4% | +0.3% |
| 30D | -10.3% | +0.3% | -10.6% | -10.3% |
| 3M | -0.7% | +32.9% | -33.6% | -6.7% |
| 6M | +24.8% | +32.1% | -7.3% | +16.5% |
| YTD | +11.5% | +23.4% | -11.9% | +5.2% |
| 1Y | +12.3% | +34.1% | -21.7% | +3.7% |
| All | +34.0% | +1.4% | +32.6% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling