+7.8%
WBD vs ZM
-67.8%
+75.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.8% | +1.3% |
| 7D | -0.6% | -2.7% | +2.1% | +0.3% |
| 30D | +4.2% | -10.0% | +14.2% | +7.6% |
| 3M | +7.5% | +1.6% | +5.9% | +5.8% |
| 6M | +1.6% | +25.0% | -23.4% | -9.1% |
| YTD | -2.2% | +10.6% | -12.8% | -9.6% |
| 1Y | +124.9% | +14.0% | +110.9% | +104.0% |
| 3Y | +149.1% | +32.5% | +116.6% | +109.9% |
| 5Y | +7.8% | -68.3% | +76.2% | +13.5% |
| All | +7.8% | -67.8% | +75.7% | +13.5% |
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