+24.2%
FIX vs ZM
+18.3%
+5.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -1.5% |
| 7D | +9.4% | +11.0% | -1.6% | +9.0% |
| 30D | -27.8% | +5.6% | -33.4% | -27.9% |
| 3M | -35.6% | -9.1% | -26.4% | -36.2% |
| 6M | -45.2% | -2.6% | -42.7% | -44.5% |
| YTD | +19.5% | +15.7% | +3.8% | +19.9% |
| 1Y | +24.2% | +18.8% | +5.5% | +23.3% |
| All | +24.2% | +18.3% | +5.9% | +23.3% |
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