+55.5%
ZM vs ALLE
+82.0%
-26.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.7% | -4.1% | -4.7% |
| 7D | +1.6% | +2.8% | -1.2% | +1.2% |
| 30D | -7.7% | -7.6% | -0.1% | -6.5% |
| 3M | -4.7% | +22.8% | -27.4% | -8.1% |
| 6M | +24.4% | +4.6% | +19.8% | +23.1% |
| YTD | +11.8% | -1.2% | +13.0% | +11.6% |
| 1Y | +13.4% | -9.1% | +22.5% | +15.0% |
| 3Y | +33.8% | +50.0% | -16.1% | +23.6% |
| 5Y | -67.2% | +15.2% | -82.4% | -71.6% |
| All | +55.5% | +82.0% | -26.4% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling