-67.4%
ZM vs A
-15.0%
-52.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.7% | -2.2% | -3.6% |
| 7D | +1.6% | -2.1% | +3.7% | +2.7% |
| 30D | -7.7% | +0.6% | -8.3% | -7.9% |
| 3M | -4.7% | +10.9% | -15.5% | -9.5% |
| 6M | +24.4% | +28.2% | -3.7% | +8.4% |
| YTD | +11.8% | +8.6% | +3.2% | +6.1% |
| 1Y | +13.4% | +15.5% | -2.2% | +3.3% |
| 3Y | +33.8% | +31.8% | +2.0% | +5.4% |
| All | -67.4% | -15.0% | -52.4% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling