+57.6%
ZM vs BB
-0.8%
+58.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +0.2% |
| 7D | +10.0% | +9.0% | +1.0% | +8.1% |
| 30D | -0.5% | +7.7% | -8.1% | -2.2% |
| 3M | -7.1% | +4.0% | -11.1% | -8.5% |
| 6M | -5.1% | +46.6% | -51.7% | -14.5% |
| YTD | +13.2% | +140.6% | -127.4% | -8.6% |
| 1Y | +15.3% | +103.1% | -87.8% | -4.0% |
| 3Y | +57.4% | +150.5% | -93.1% | +18.7% |
| 5Y | -61.7% | -15.4% | -46.3% | -66.4% |
| All | +57.6% | -0.8% | +58.3% | +64.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling