+76.3%
TEAM vs ZM
+47.0%
+29.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -5.2% | -5.7% | +0.5% | -2.5% |
| 30D | +15.8% | -9.1% | +24.8% | +21.0% |
| 3M | +101.5% | +3.5% | +97.9% | +100.2% |
| 6M | +138.2% | +25.7% | +112.5% | +119.9% |
| YTD | +10.8% | +10.8% | +0.1% | +7.3% |
| 1Y | +1.7% | +12.8% | -11.1% | -2.5% |
| 3Y | -16.0% | +33.1% | -49.2% | -25.4% |
| 5Y | -52.7% | -68.3% | +15.6% | -36.7% |
| All | +76.3% | +47.0% | +29.2% | +45.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling