-53.1%
TEAM vs ZM
-67.1%
+14.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +26.4% |
| 3M | +85.9% | -0.7% | +86.6% | +88.8% |
| 6M | +116.7% | +24.8% | +91.8% | +89.7% |
| YTD | +9.6% | +11.5% | -1.8% | +2.2% |
| 1Y | -2.5% | +12.3% | -14.9% | -10.1% |
| 3Y | -14.0% | +33.5% | -47.4% | -31.7% |
| 5Y | -53.1% | -67.5% | +14.4% | -33.1% |
| All | -53.1% | -67.1% | +14.0% | -33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling