+33.8%
ZM vs BBAI
+79.7%
-45.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | +1.6% | -1.0% | +2.6% | +1.7% |
| 30D | -7.7% | -10.7% | +3.0% | -7.1% |
| 3M | -4.7% | -32.3% | +27.6% | -2.6% |
| 6M | +24.4% | -31.3% | +55.7% | +26.6% |
| YTD | +11.8% | -45.9% | +57.7% | +14.7% |
| 1Y | +13.4% | -40.0% | +53.4% | +14.6% |
| 3Y | +33.8% | +72.8% | -38.9% | +10.1% |
| All | +33.8% | +79.7% | -45.9% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 3y: compounded portfolio wealth divided by compounded BBAI 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…
3y analysis · Full analysis span regression · 6 months rolling