-60.4%
ZM vs TECH
-41.3%
-19.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | 0.0% | +7.9% | +7.9% |
| 7D | +6.8% | +0.1% | +6.7% | +6.8% |
| 30D | +0.1% | +0.3% | -0.2% | 0.0% |
| 3M | -7.5% | +1.0% | -8.5% | -7.9% |
| 6M | -8.4% | +54.0% | -62.4% | -24.1% |
| YTD | +13.7% | +24.3% | -10.7% | +0.7% |
| 1Y | +15.9% | +23.7% | -7.8% | +2.7% |
| 3Y | +58.0% | +28.5% | +29.6% | +20.3% |
| 5Y | -60.4% | -41.2% | -19.2% | -47.0% |
| All | -60.4% | -41.3% | -19.1% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling