+309.8%
BE vs ZM
+13.6%
+296.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.1% | +6.6% | +6.7% |
| 7D | +9.0% | -5.7% | +14.7% | +8.3% |
| 30D | +16.3% | -9.1% | +25.4% | +14.9% |
| 3M | +10.8% | +3.5% | +7.3% | +13.1% |
| 6M | +73.2% | +25.7% | +47.5% | +78.0% |
| YTD | +217.4% | +10.8% | +206.6% | +225.9% |
| 1Y | +309.8% | +12.8% | +297.0% | +336.1% |
| All | +309.8% | +13.6% | +296.2% | +336.1% |
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