-62.5%
ZM vs ACI
+18.9%
-81.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | 0.0% |
| 7D | +0.3% | -5.0% | +5.4% | +0.9% |
| 30D | -10.3% | -2.3% | -8.0% | -10.1% |
| 3M | -0.7% | -23.2% | +22.5% | +1.8% |
| 6M | +24.8% | -29.5% | +54.3% | +28.9% |
| YTD | +11.5% | -28.6% | +40.1% | +14.8% |
| 1Y | +12.3% | -34.0% | +46.4% | +16.6% |
| 3Y | +33.5% | -45.0% | +78.4% | +40.6% |
| 5Y | -67.5% | -44.0% | -23.5% | -66.1% |
| All | -62.5% | +18.9% | -81.4% | -69.8% |
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