+33.8%
ZM vs Z
-37.5%
+71.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -6.4% | +1.6% | -3.2% |
| 7D | +1.6% | -3.3% | +4.9% | +2.5% |
| 30D | -7.7% | -3.7% | -4.0% | -6.8% |
| 3M | -4.7% | -7.0% | +2.3% | -3.2% |
| 6M | +24.4% | -29.5% | +54.0% | +33.8% |
| YTD | +11.8% | -52.6% | +64.3% | +30.7% |
| 1Y | +13.4% | -64.0% | +77.4% | +40.2% |
| 3Y | +33.8% | -36.4% | +70.3% | +42.5% |
| All | +33.8% | -37.5% | +71.3% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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