+18.8%
ZM vs AS
-3.7%
+22.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +3.0% | +2.2% |
| 7D | +11.0% | -4.9% | +15.9% | +11.5% |
| 30D | +5.6% | +3.9% | +1.8% | +5.2% |
| 3M | -9.1% | -9.6% | +0.5% | -8.5% |
| 6M | -2.6% | -8.7% | +6.1% | -2.0% |
| YTD | +15.7% | -19.8% | +35.5% | +17.3% |
| 1Y | +18.8% | -1.5% | +20.3% | +21.2% |
| All | +18.8% | -3.7% | +22.5% | +21.2% |
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