-60.5%
ZM vs ACI
+25.9%
-86.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.6% | +3.3% |
| 7D | +2.9% | +0.2% | +2.8% | +2.9% |
| 30D | +0.7% | +5.9% | -5.2% | 0.0% |
| 3M | -3.7% | -19.8% | +16.1% | -1.8% |
| 6M | +29.9% | -24.7% | +54.6% | +33.2% |
| YTD | +17.4% | -24.4% | +41.8% | +20.2% |
| 1Y | +22.4% | -31.5% | +53.9% | +26.5% |
| 3Y | +41.3% | -38.7% | +80.0% | +47.0% |
| 5Y | -66.0% | -42.8% | -23.2% | -64.7% |
| All | -60.5% | +25.9% | -86.4% | -68.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling