+14.0%
ZM vs BB
+101.1%
-87.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.3% |
| 7D | -2.7% | -2.1% | -0.7% | -2.4% |
| 30D | -10.0% | -16.0% | +6.0% | -7.4% |
| 3M | +1.6% | -14.5% | +16.1% | +3.1% |
| 6M | +25.0% | +118.6% | -93.6% | +6.3% |
| YTD | +10.6% | +98.9% | -88.3% | -4.4% |
| 1Y | +14.0% | +99.5% | -85.5% | -1.6% |
| All | +14.0% | +101.1% | -87.1% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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