-67.2%
ZM vs AG
+65.4%
-132.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.0% | -3.8% | -4.7% |
| 7D | +1.6% | +4.5% | -2.9% | +1.1% |
| 30D | -7.7% | +12.9% | -20.6% | -8.9% |
| 3M | -4.7% | +20.9% | -25.6% | -6.9% |
| 6M | +24.4% | -19.5% | +44.0% | +26.0% |
| YTD | +11.8% | +24.8% | -13.0% | +6.2% |
| 1Y | +13.4% | +120.2% | -106.9% | -0.8% |
| 3Y | +33.8% | +279.0% | -245.2% | +2.7% |
| 5Y | -67.2% | +67.9% | -135.1% | -72.8% |
| All | -67.2% | +65.4% | -132.6% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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