+63.4%
ZM vs TECH
+58.5%
+4.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | +2.9% | +0.1% | +2.8% | +2.9% |
| 30D | +0.7% | +0.7% | 0.0% | +0.4% |
| 3M | -3.7% | +36.3% | -40.0% | -16.7% |
| 6M | +29.9% | +25.6% | +4.3% | +14.0% |
| YTD | +17.4% | +23.7% | -6.3% | +3.0% |
| 1Y | +22.4% | +37.6% | -15.2% | +0.8% |
| 3Y | +41.3% | -6.6% | +47.9% | +31.8% |
| 5Y | -66.0% | -42.2% | -23.8% | -59.1% |
| All | +63.4% | +58.5% | +4.9% | +20.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling