+9.6%
ZM vs AGI
-1.1%
+10.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.8% | -10.8% | -0.5% |
| 7D | -8.4% | -5.3% | -3.1% | -8.2% |
| 30D | -1.9% | -7.1% | +5.2% | -1.6% |
| 3M | -10.1% | +4.4% | -14.5% | -9.5% |
| 6M | -13.9% | -23.0% | +9.1% | -13.0% |
| YTD | +6.4% | -22.0% | +28.4% | +2.6% |
| 1Y | +9.6% | +0.3% | +9.3% | +3.2% |
| All | +9.6% | -1.1% | +10.7% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling