+44.7%
IBKR vs ZM
+21.7%
+23.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.6% | -0.8% |
| 7D | -3.3% | +2.9% | -6.2% | -3.7% |
| 30D | +4.5% | +0.7% | +3.8% | +4.2% |
| 3M | +6.5% | -3.7% | +10.2% | +7.1% |
| 6M | +34.2% | +29.9% | +4.3% | +25.5% |
| YTD | +44.5% | +17.4% | +27.0% | +37.9% |
| 1Y | +44.7% | +22.4% | +22.3% | +37.3% |
| All | +44.7% | +21.7% | +23.0% | +37.3% |
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