+1,227.8%
BE vs ZM
-67.1%
+1,294.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.7% |
| 7D | +23.9% | +0.3% | +23.6% | +23.5% |
| 30D | +27.8% | -10.3% | +38.1% | +33.7% |
| 3M | +3.7% | -0.7% | +4.4% | +1.1% |
| 6M | +78.0% | +24.8% | +53.1% | +48.7% |
| YTD | +209.9% | +11.5% | +198.4% | +168.6% |
| 1Y | +389.6% | +12.3% | +377.3% | +317.9% |
| 3Y | +1,730.6% | +33.5% | +1,697.1% | +1,248.2% |
| 5Y | +1,227.8% | -67.5% | +1,295.3% | +1,801.6% |
| All | +1,227.8% | -67.1% | +1,294.9% | +1,801.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling