+1,784.6%
BE vs ZM
+30.9%
+1,753.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.8% | +14.5% | +10.6% |
| 7D | +29.8% | +1.6% | +28.1% | +29.2% |
| 30D | +26.4% | -7.7% | +34.1% | +28.1% |
| 3M | +9.3% | -4.7% | +14.0% | +10.3% |
| 6M | +105.1% | +24.4% | +80.6% | +85.7% |
| YTD | +219.0% | +11.8% | +207.3% | +195.4% |
| 1Y | +418.8% | +13.4% | +405.4% | +375.0% |
| 3Y | +1,784.6% | +33.8% | +1,750.7% | +1,343.2% |
| All | +1,784.6% | +30.9% | +1,753.7% | +1,343.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling