+62.2%
ZM vs ATI
+318.7%
-256.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.7% | +5.9% | +2.6% |
| 7D | +11.0% | +4.2% | +6.9% | +10.5% |
| 30D | +5.6% | -2.5% | +8.2% | +5.8% |
| 3M | -9.1% | -19.4% | +10.3% | -7.3% |
| 6M | -2.6% | +11.1% | -13.6% | -4.4% |
| YTD | +15.7% | +59.5% | -43.9% | +6.3% |
| 1Y | +18.8% | +85.8% | -67.0% | +6.3% |
| 3Y | +62.2% | +311.9% | -249.7% | +20.5% |
| All | +62.2% | +318.7% | -256.5% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling