-67.5%
ZM vs TECH
-42.1%
-25.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +0.3% | -0.1% | +0.4% | +0.4% |
| 30D | -10.3% | +0.3% | -10.6% | -10.4% |
| 3M | -0.7% | +32.9% | -33.6% | -12.1% |
| 6M | +24.8% | +32.1% | -7.3% | +8.7% |
| YTD | +11.5% | +23.4% | -11.9% | -0.9% |
| 1Y | +12.3% | +34.1% | -21.7% | -4.9% |
| 3Y | +33.5% | +2.2% | +31.3% | +19.4% |
| 5Y | -67.5% | -41.8% | -25.7% | -59.9% |
| All | -67.5% | -42.1% | -25.4% | -59.9% |
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