-3.9%
EXPE vs ZM
+15.1%
-19.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -4.2% | +10.0% | -14.2% | -6.0% |
| 30D | -4.5% | -0.5% | -4.1% | -4.7% |
| 3M | -19.7% | -7.1% | -12.6% | -18.8% |
| 6M | +18.3% | -5.1% | +23.4% | +17.7% |
| YTD | -7.3% | +13.2% | -20.6% | -11.7% |
| 1Y | -3.9% | +15.3% | -19.2% | -10.1% |
| All | -3.9% | +15.1% | -19.0% | -10.1% |
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