+86.0%
TEAM vs ZM
+55.9%
+30.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.3% | -5.9% | -4.1% |
| 7D | -0.4% | +2.9% | -3.4% | -1.8% |
| 30D | +67.3% | +0.7% | +66.6% | +67.2% |
| 3M | +86.8% | -3.7% | +90.5% | +91.4% |
| 6M | +146.8% | +29.9% | +116.9% | +124.0% |
| YTD | +16.9% | +17.4% | -0.5% | +10.1% |
| 1Y | +12.8% | +22.4% | -9.6% | +4.2% |
| 3Y | -7.3% | +41.3% | -48.6% | -19.9% |
| 5Y | -50.7% | -66.0% | +15.3% | -36.0% |
| All | +86.0% | +55.9% | +30.1% | +49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling