-65.4%
ZM vs ALLY
-9.5%
-55.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.9% |
| 7D | -5.9% | +0.9% | -6.8% | -6.3% |
| 30D | -5.2% | +3.1% | -8.2% | -6.5% |
| 3M | -11.3% | -12.6% | +1.3% | -6.4% |
| 6M | -14.5% | -12.4% | -2.1% | -10.4% |
| YTD | +4.2% | -13.2% | +17.3% | +8.8% |
| 1Y | +9.3% | +1.8% | +7.5% | +6.6% |
| 3Y | +45.4% | +58.0% | -12.6% | +8.6% |
| All | -65.4% | -9.5% | -55.9% | -68.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling