+22.4%
ZM vs TROW
+0.2%
+22.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.0% | +4.2% | +3.5% |
| 7D | +2.9% | -1.3% | +4.3% | +3.3% |
| 30D | +0.7% | -4.5% | +5.2% | +1.8% |
| 3M | -3.7% | +3.9% | -7.6% | -5.8% |
| 6M | +29.9% | +22.6% | +7.3% | +20.3% |
| YTD | +17.4% | +10.1% | +7.3% | +11.7% |
| 1Y | +22.4% | +3.6% | +18.8% | +18.3% |
| All | +22.4% | +0.2% | +22.2% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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