+54.0%
ZM vs ATI
+666.0%
-612.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +2.9% | -0.7% |
| 7D | -2.7% | -2.7% | 0.0% | -2.7% |
| 30D | -10.0% | -13.5% | +3.5% | -9.8% |
| 3M | +1.6% | +8.5% | -6.9% | +1.4% |
| 6M | +25.0% | +25.2% | -0.2% | +24.5% |
| YTD | +10.6% | +73.4% | -62.8% | +9.4% |
| 1Y | +14.0% | +160.5% | -146.6% | +11.8% |
| 3Y | +32.5% | +347.3% | -314.8% | +29.1% |
| 5Y | -68.3% | +1,049.0% | -1,117.3% | -66.9% |
| All | +54.0% | +666.0% | -612.0% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 10y: compounded portfolio wealth divided by compounded ATI 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…
10y analysis · Full analysis span regression · 6 months rolling