-14.3%
TEAM vs ZM
+61.1%
-75.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.7% | -3.1% |
| 7D | -2.4% | +11.0% | -13.4% | -9.9% |
| 30D | -26.7% | +5.6% | -32.4% | -29.8% |
| 3M | -9.6% | -9.1% | -0.5% | -3.7% |
| 6M | +86.0% | -2.6% | +88.6% | +89.3% |
| YTD | -7.5% | +15.7% | -23.2% | -15.1% |
| 1Y | -1.4% | +18.8% | -20.1% | -11.2% |
| 3Y | -14.3% | +62.2% | -76.5% | -34.0% |
| All | -14.3% | +61.1% | -75.4% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling