-9.9%
IGV vs ZM
+13.5%
-23.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | -5.4% | -2.7% | -2.6% | -4.4% |
| 30D | -2.6% | -10.0% | +7.4% | +1.2% |
| 3M | +10.5% | +1.6% | +8.9% | +9.3% |
| 6M | +18.2% | +25.0% | -6.8% | +8.9% |
| YTD | -4.2% | +10.6% | -14.9% | -8.2% |
| All | -9.9% | +13.5% | -23.5% | -13.8% |
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