+18.8%
ZM vs ALLY
-1.0%
+19.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.9% |
| 7D | +11.0% | +0.4% | +10.7% | +10.9% |
| 30D | +5.6% | +5.2% | +0.4% | +4.1% |
| 3M | -9.1% | -13.3% | +4.2% | -5.9% |
| 6M | -2.6% | -6.7% | +4.1% | -1.1% |
| YTD | +15.7% | -12.8% | +28.5% | +20.2% |
| 1Y | +18.8% | +0.7% | +18.1% | +12.0% |
| All | +18.8% | -1.0% | +19.8% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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