-62.0%
FISV vs ZM
+13.6%
-75.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.3% | +5.4% |
| 7D | -2.7% | -5.7% | +3.0% | -1.0% |
| 30D | 0.0% | -9.1% | +9.1% | +2.7% |
| 3M | -2.8% | +3.5% | -6.3% | -4.1% |
| 6M | -11.8% | +25.7% | -37.5% | -18.4% |
| YTD | -23.2% | +10.8% | -34.0% | -27.3% |
| 1Y | -62.0% | +12.8% | -74.8% | -63.4% |
| All | -62.0% | +13.6% | -75.6% | -63.4% |
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 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