+12.8%
TEAM vs ZM
+21.7%
-8.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.3% | -5.9% | -5.4% |
| 7D | -0.4% | +2.9% | -3.4% | -3.0% |
| 30D | +67.3% | +0.7% | +66.6% | +66.5% |
| 3M | +86.8% | -3.7% | +90.5% | +91.0% |
| 6M | +146.8% | +29.9% | +116.9% | +114.9% |
| YTD | +16.9% | +17.4% | -0.5% | +7.0% |
| 1Y | +12.8% | +22.4% | -9.6% | +3.2% |
| All | +12.8% | +21.7% | -8.9% | +3.2% |
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