+42.0%
SOFI vs ZM
-71.9%
+113.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -4.9% | -5.7% | +0.7% | -1.6% |
| 30D | -3.5% | -9.1% | +5.6% | +1.8% |
| 3M | +3.9% | +3.5% | +0.4% | +0.4% |
| 6M | -6.5% | +25.7% | -32.2% | -22.7% |
| YTD | -33.8% | +10.8% | -44.6% | -41.9% |
| 1Y | -33.3% | +12.8% | -46.0% | -42.2% |
| 3Y | +94.6% | +33.1% | +61.5% | +49.2% |
| 5Y | +13.3% | -68.3% | +81.6% | +71.4% |
| All | +42.0% | -71.9% | +113.9% | +146.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling