+6.2%
ABNB vs ZM
-68.2%
+74.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -6.5% | -5.7% | -0.8% | -3.9% |
| 30D | -5.5% | -9.1% | +3.6% | -1.8% |
| 3M | +30.0% | +3.5% | +26.5% | +27.0% |
| 6M | +27.6% | +25.7% | +1.9% | +11.8% |
| YTD | +25.4% | +10.8% | +14.6% | +14.7% |
| 1Y | +38.3% | +12.8% | +25.5% | +24.7% |
| 3Y | +15.5% | +33.1% | -17.6% | -6.9% |
| All | +6.2% | -68.2% | +74.3% | +18.9% |
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