-67.5%
ZM vs BB
-25.5%
-42.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.3% | +0.2% |
| 7D | +0.3% | +1.8% | -1.5% | -0.3% |
| 30D | -10.3% | -12.2% | +2.0% | -6.8% |
| 3M | -0.7% | -12.3% | +11.7% | +0.8% |
| 6M | +24.8% | +122.7% | -97.9% | -8.3% |
| YTD | +11.5% | +104.5% | -93.0% | -15.8% |
| 1Y | +12.3% | +106.7% | -94.3% | -16.7% |
| 3Y | +33.5% | +70.0% | -36.5% | -3.9% |
| 5Y | -67.5% | -27.8% | -39.7% | -68.6% |
| All | -67.5% | -25.5% | -42.0% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling