+33.8%
ZM vs ACI
-43.5%
+77.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.3% | -1.6% | -4.4% |
| 7D | +1.6% | -2.6% | +4.2% | +2.0% |
| 30D | -7.7% | +1.1% | -8.8% | -7.8% |
| 3M | -4.7% | -23.6% | +19.0% | -2.4% |
| 6M | +24.4% | -29.9% | +54.4% | +28.4% |
| YTD | +11.8% | -26.9% | +38.6% | +14.7% |
| 1Y | +13.4% | -34.2% | +47.6% | +17.7% |
| 3Y | +33.8% | -43.6% | +77.5% | +32.3% |
| All | +33.8% | -43.5% | +77.3% | +32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling