+59.4%
ZM vs BBWI
-22.8%
+82.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.3% | +7.6% | +7.8% |
| 7D | +6.8% | -7.7% | +14.5% | +8.0% |
| 30D | +0.1% | +24.8% | -24.6% | -3.3% |
| 3M | -7.5% | +16.2% | -23.7% | -10.1% |
| 6M | -8.4% | +15.8% | -24.3% | -11.5% |
| YTD | +13.7% | +11.4% | +2.2% | +9.2% |
| 1Y | +15.9% | +3.2% | +12.7% | +11.9% |
| All | +59.4% | -22.8% | +82.2% | +63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling