+140.0%
WBD vs ZM
+21.7%
+118.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.7% | -0.6% |
| 7D | -1.8% | +2.9% | -4.8% | -1.9% |
| 30D | +8.8% | +0.7% | +8.1% | +8.7% |
| 3M | +4.6% | -3.7% | +8.3% | +4.7% |
| 6M | +1.1% | +29.9% | -28.8% | +0.3% |
| YTD | -2.0% | +17.4% | -19.4% | -1.9% |
| 1Y | +140.0% | +22.4% | +117.6% | +143.2% |
| All | +140.0% | +21.7% | +118.3% | +143.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling