+9.6%
ZM vs BBWI
+2.4%
+7.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -0.3% |
| 7D | -8.4% | +8.8% | -17.2% | -9.0% |
| 30D | -1.9% | +34.8% | -36.7% | -4.2% |
| 3M | -10.1% | +12.9% | -23.0% | -10.9% |
| 6M | -13.9% | +29.6% | -43.5% | -16.1% |
| YTD | +6.4% | +20.8% | -14.3% | +3.3% |
| 1Y | +9.6% | +4.1% | +5.5% | +8.4% |
| All | +9.6% | +2.4% | +7.2% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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