-17.0%
TEAM vs ZM
+34.4%
-51.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -4.7% | +0.3% | -5.0% | -4.9% |
| 30D | +17.0% | -10.3% | +27.3% | +26.5% |
| 3M | +85.9% | -0.7% | +86.6% | +88.4% |
| 6M | +116.7% | +24.8% | +91.8% | +93.2% |
| YTD | +9.6% | +11.5% | -1.8% | +3.6% |
| 1Y | -2.5% | +12.3% | -14.9% | -8.7% |
| All | -17.0% | +34.4% | -51.3% | -31.3% |
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