+63.4%
ZM vs ATI
+710.8%
-647.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.0% | +0.3% | +3.2% |
| 7D | +2.9% | -0.1% | +3.0% | +2.9% |
| 30D | +0.7% | +2.7% | -2.0% | +0.6% |
| 3M | -3.7% | +16.3% | -20.0% | -3.9% |
| 6M | +29.9% | +30.2% | -0.3% | +29.3% |
| YTD | +17.4% | +83.6% | -66.1% | +16.1% |
| 1Y | +22.4% | +173.0% | -150.6% | +20.0% |
| 3Y | +41.3% | +356.6% | -315.4% | +37.5% |
| 5Y | -66.0% | +1,074.2% | -1,140.2% | -64.6% |
| All | +63.4% | +710.8% | -647.4% | +163.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling