-66.2%
ZM vs ALLY
+1.6%
-67.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.3% | +2.9% | +3.1% |
| 7D | +2.9% | +3.7% | -0.7% | +1.5% |
| 30D | +0.7% | -2.3% | +2.9% | +1.6% |
| 3M | -3.7% | +3.8% | -7.5% | -5.5% |
| 6M | +29.9% | +9.7% | +20.2% | +23.6% |
| YTD | +17.4% | -1.4% | +18.8% | +16.7% |
| 1Y | +22.4% | +8.2% | +14.2% | +16.4% |
| 3Y | +41.3% | +66.5% | -25.2% | +4.7% |
| All | -66.2% | +1.6% | -67.8% | -71.4% |
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