-63.8%
ZM vs ACI
-39.7%
-24.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.0% | -1.1% |
| 7D | -1.0% | -0.6% | -0.4% | -1.0% |
| 30D | -7.0% | +9.5% | -16.5% | -8.2% |
| 3M | -15.2% | +10.1% | -25.3% | -16.5% |
| 6M | -16.8% | -15.4% | -1.4% | -15.6% |
| YTD | +5.4% | -19.5% | +24.9% | +7.2% |
| 1Y | +9.3% | -21.0% | +30.3% | +11.6% |
| 3Y | +46.5% | -31.2% | +77.7% | +51.0% |
| 5Y | -63.8% | -40.6% | -23.2% | -62.7% |
| All | -63.8% | -39.7% | -24.2% | -62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling