+360.5%
BE vs ZM
+21.7%
+338.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.3% | +4.1% | +7.8% |
| 7D | +20.0% | +2.9% | +17.0% | +20.3% |
| 30D | +7.9% | +0.7% | +7.2% | +8.1% |
| 3M | -13.2% | -3.7% | -9.5% | -10.6% |
| 6M | +53.5% | +29.9% | +23.6% | +60.3% |
| YTD | +191.0% | +17.4% | +173.6% | +203.5% |
| 1Y | +360.5% | +22.4% | +338.1% | +403.0% |
| All | +360.5% | +21.7% | +338.8% | +403.0% |
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 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