+9.6%
ZM vs AS
+3.3%
+6.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.1% | -5.1% | -0.5% |
| 7D | -8.4% | +13.8% | -22.2% | -9.7% |
| 30D | -1.9% | +16.7% | -18.6% | -3.5% |
| 3M | -10.1% | -11.5% | +1.4% | -9.3% |
| 6M | -13.9% | -5.5% | -8.4% | -13.7% |
| YTD | +6.4% | -14.2% | +20.6% | +7.5% |
| 1Y | +9.6% | +2.1% | +7.5% | +8.3% |
| All | +9.6% | +3.3% | +6.2% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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