+25.5%
FLEX vs ZM
+15.5%
+10.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +7.9% | -4.1% | +3.4% |
| 7D | +2.2% | +6.8% | -4.6% | +1.8% |
| 30D | -32.6% | +0.1% | -32.8% | -32.9% |
| 3M | -35.5% | -7.5% | -28.0% | -36.3% |
| 6M | -45.6% | -8.4% | -37.1% | -45.3% |
| YTD | +30.7% | +13.7% | +17.0% | +30.8% |
| All | +25.5% | +15.5% | +10.0% | +24.6% |
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