-2.8%
EXPE vs ZM
+18.3%
-21.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.6% |
| 7D | -0.5% | +11.0% | -11.5% | -2.5% |
| 30D | -6.1% | +5.6% | -11.7% | -7.4% |
| 3M | -21.3% | -9.1% | -12.2% | -20.0% |
| 6M | +19.0% | -2.6% | +21.6% | +17.7% |
| YTD | -8.4% | +15.7% | -24.1% | -13.0% |
| 1Y | -2.8% | +18.8% | -21.5% | -9.8% |
| All | -2.8% | +18.3% | -21.1% | -9.8% |
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