-61.1%
ZM vs ACI
+32.8%
-94.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +2.2% |
| 7D | +11.0% | +2.3% | +8.8% | +10.8% |
| 30D | +5.6% | +1.2% | +4.4% | +5.4% |
| 3M | -9.1% | +6.8% | -15.9% | -10.0% |
| 6M | -2.6% | -18.7% | +16.2% | -1.0% |
| YTD | +15.7% | -20.2% | +35.9% | +17.4% |
| 1Y | +18.8% | -23.7% | +42.5% | +21.2% |
| 3Y | +62.2% | -31.6% | +93.8% | +66.4% |
| 5Y | -60.9% | -42.8% | -18.1% | -59.5% |
| All | -61.1% | +32.8% | -94.0% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling