-62.2%
ZM vs AEIS
+142.3%
-204.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.0% | +6.1% | +3.2% |
| 7D | +11.0% | +11.5% | -0.5% | +7.7% |
| 30D | +5.6% | -15.8% | +21.4% | +9.5% |
| 3M | -9.1% | -33.3% | +24.2% | -0.5% |
| 6M | -2.6% | -35.2% | +32.6% | +4.1% |
| YTD | +15.7% | +5.0% | +10.6% | -2.3% |
| 1Y | +18.8% | +8.5% | +10.3% | -1.4% |
| 3Y | +62.2% | +152.9% | -90.7% | -22.0% |
| All | -62.2% | +142.3% | -204.5% | -83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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