+9.6%
ZM vs A
+24.4%
-14.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.2% |
| 7D | -8.4% | -2.4% | -6.0% | -7.9% |
| 30D | -1.9% | +3.6% | -5.5% | -2.6% |
| 3M | -10.1% | +27.5% | -37.5% | -14.6% |
| 6M | -13.9% | +58.5% | -72.3% | -22.5% |
| YTD | +6.4% | +31.2% | -24.8% | +2.4% |
| 1Y | +9.6% | +22.2% | -12.6% | +8.5% |
| All | +9.6% | +24.4% | -14.8% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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