-9.9%
ABNB vs ZM
-60.9%
+51.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.1% | +1.0% | +2.2% |
| 7D | -1.7% | +11.0% | -12.7% | -6.5% |
| 30D | +11.8% | +5.6% | +6.2% | +8.4% |
| 3M | +0.9% | -9.1% | +10.0% | +4.1% |
| 6M | +40.5% | -2.6% | +43.0% | +38.7% |
| YTD | +37.6% | +15.7% | +22.0% | +22.1% |
| 1Y | +54.1% | +18.8% | +35.4% | +34.4% |
| 3Y | +56.8% | +62.2% | -5.4% | +12.0% |
| All | -9.9% | -60.9% | +51.0% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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