+58.2%
ACN vs ZM
+53.5%
+4.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.1% |
| 7D | -3.8% | +11.0% | -14.9% | -5.2% |
| 30D | +16.5% | +5.6% | +10.9% | +15.5% |
| 3M | +41.5% | -9.1% | +50.6% | +43.0% |
| 6M | +60.1% | -2.6% | +62.6% | +60.1% |
| YTD | -3.9% | +15.7% | -19.6% | -6.1% |
| 1Y | +4.1% | +18.8% | -14.7% | +1.4% |
| 3Y | -15.9% | +62.2% | -78.0% | -21.1% |
| 5Y | -26.3% | -60.9% | +34.5% | -27.8% |
| All | +58.2% | +53.5% | +4.6% | +46.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling