-8.4%
ZM vs BBWI
+12.6%
-21.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.3% | +7.6% | +7.9% |
| 7D | +6.8% | -7.7% | +14.5% | +7.3% |
| 30D | +0.1% | +24.8% | -24.6% | -1.3% |
| 3M | -7.5% | +16.2% | -23.7% | -8.2% |
| 6M | -8.4% | +15.8% | -24.3% | -9.0% |
| All | -8.4% | +12.6% | -21.1% | -9.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling