+47.1%
TEAM vs ZM
+53.5%
-6.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.7% | -2.5% |
| 7D | -2.4% | +11.0% | -13.4% | -7.2% |
| 30D | -26.7% | +5.6% | -32.4% | -28.6% |
| 3M | -9.6% | -9.1% | -0.5% | -5.7% |
| 6M | +86.0% | -2.6% | +88.6% | +89.7% |
| YTD | -7.5% | +15.7% | -23.2% | -12.3% |
| 1Y | -1.4% | +18.8% | -20.1% | -7.8% |
| 3Y | -14.3% | +62.2% | -76.5% | -30.0% |
| 5Y | -66.3% | -60.9% | -5.4% | -57.5% |
| All | +47.1% | +53.5% | -6.4% | +18.7% |
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