+352.2%
BX vs ZM
+48.4%
+303.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.8% | +3.2% | -0.7% |
| 7D | -2.0% | +1.6% | -3.6% | -2.3% |
| 30D | -2.3% | -7.7% | +5.4% | -0.9% |
| 3M | +18.5% | -4.7% | +23.2% | +19.2% |
| 6M | +23.7% | +24.4% | -0.7% | +17.6% |
| YTD | -10.4% | +11.8% | -22.1% | -13.4% |
| 1Y | -19.6% | +13.4% | -32.9% | -22.7% |
| 3Y | +30.8% | +33.8% | -3.0% | +21.0% |
| 5Y | +24.3% | -67.2% | +91.5% | +24.6% |
| All | +352.2% | +48.4% | +303.8% | +323.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling