+57.8%
ACN vs ZM
+50.3%
+7.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -5.7% | +10.0% | -15.7% | -7.0% |
| 30D | +17.0% | -0.5% | +17.5% | +16.9% |
| 3M | +39.9% | -7.1% | +46.9% | +40.9% |
| 6M | +50.2% | -5.1% | +55.3% | +50.7% |
| YTD | -4.2% | +13.2% | -17.4% | -6.0% |
| 1Y | +4.3% | +15.3% | -11.0% | +2.0% |
| 3Y | -17.1% | +57.4% | -74.5% | -22.0% |
| 5Y | -26.5% | -61.7% | +35.2% | -27.8% |
| All | +57.8% | +50.3% | +7.5% | +46.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling