-44.0%
ACN vs ZM
-67.1%
+23.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -6.3% | +0.3% | -6.7% | -6.4% |
| 30D | -1.4% | -10.3% | +8.9% | +1.5% |
| 3M | +2.6% | -0.7% | +3.2% | +2.6% |
| 6M | -14.3% | +24.8% | -39.1% | -19.5% |
| YTD | -33.1% | +11.5% | -44.6% | -35.7% |
| 1Y | -28.8% | +12.3% | -41.1% | -31.9% |
| 3Y | -43.0% | +33.5% | -76.4% | -48.9% |
| 5Y | -44.0% | -67.5% | +23.5% | -41.0% |
| All | -44.0% | -67.1% | +23.1% | -41.0% |
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