+55.5%
ZM vs AGI
+709.8%
-654.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.4% | -3.4% | -4.7% |
| 7D | +1.6% | +4.4% | -2.8% | +1.3% |
| 30D | -7.7% | +10.0% | -17.7% | -8.3% |
| 3M | -4.7% | +1.7% | -6.4% | -4.9% |
| 6M | +24.4% | -26.8% | +51.2% | +26.5% |
| YTD | +11.8% | -5.3% | +17.1% | +11.0% |
| 1Y | +13.4% | +11.5% | +1.9% | +10.9% |
| 3Y | +33.8% | +212.9% | -179.1% | +19.7% |
| 5Y | -67.2% | +388.8% | -455.9% | -71.8% |
| All | +55.5% | +709.8% | -654.3% | +79.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling