-7.4%
WBD vs ZM
+48.0%
-55.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.5% | -0.7% |
| 7D | -1.7% | +0.3% | -2.0% | -1.7% |
| 30D | +3.9% | -10.3% | +14.2% | +4.9% |
| 3M | +5.1% | -0.7% | +5.8% | +4.9% |
| 6M | +0.6% | +24.8% | -24.2% | -2.2% |
| YTD | -3.2% | +11.5% | -14.6% | -5.0% |
| 1Y | +127.7% | +12.3% | +115.3% | +122.8% |
| 3Y | +146.6% | +33.5% | +113.1% | +136.8% |
| 5Y | +4.2% | -67.5% | +71.7% | -8.7% |
| All | -7.4% | +48.0% | -55.3% | -12.1% |
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 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