+55.1%
ZM vs AU
+906.0%
-850.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | +0.3% | +0.6% | -0.3% | +0.3% |
| 30D | -10.3% | +12.3% | -22.6% | -11.1% |
| 3M | -0.7% | +29.4% | -30.0% | -2.7% |
| 6M | +24.8% | +3.2% | +21.6% | +23.7% |
| YTD | +11.5% | +31.8% | -20.3% | +7.9% |
| 1Y | +12.3% | +83.4% | -71.1% | +5.2% |
| 3Y | +33.5% | +623.1% | -589.6% | +7.6% |
| 5Y | -67.5% | +700.5% | -768.0% | -74.3% |
| All | +55.1% | +906.0% | -850.9% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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