-8.8%
BA vs ZM
+14.8%
-23.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.8% | +4.1% | -0.5% |
| 7D | +2.5% | +1.6% | +0.8% | +2.4% |
| 30D | -10.1% | -7.7% | -2.4% | -9.8% |
| 3M | -2.4% | -4.7% | +2.3% | -1.9% |
| 6M | -8.8% | +24.4% | -33.3% | -10.9% |
| YTD | -2.9% | +11.8% | -14.7% | -4.2% |
| 1Y | -8.8% | +13.4% | -22.1% | -9.5% |
| All | -8.8% | +14.8% | -23.6% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling