-66.2%
ZM vs ACWI
+67.7%
-133.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | +2.9% | +0.5% | +2.4% | +2.3% |
| 30D | +0.7% | +0.9% | -0.2% | -0.4% |
| 3M | -3.7% | +2.4% | -6.1% | -7.0% |
| 6M | +29.9% | +12.4% | +17.5% | +9.6% |
| YTD | +17.4% | +15.2% | +2.3% | -4.3% |
| 1Y | +22.4% | +22.7% | -0.3% | -9.1% |
| 3Y | +41.3% | +75.8% | -34.5% | -41.4% |
| All | -66.2% | +67.7% | -133.9% | -85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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