+26.1%
EXPE vs ZM
+12.7%
+13.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | -11.5% | +0.3% | -11.8% | -11.5% |
| 30D | -13.1% | -10.3% | -2.8% | -11.1% |
| 3M | +18.1% | -0.7% | +18.8% | +17.4% |
| 6M | +13.3% | +24.8% | -11.6% | +5.0% |
| YTD | -3.2% | +11.5% | -14.7% | -7.2% |
| 1Y | +26.1% | +12.3% | +13.8% | +20.7% |
| All | +26.1% | +12.7% | +13.4% | +20.7% |
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