+55.1%
ZM vs BDX
+17.2%
+37.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | +0.3% | -3.6% | +3.9% | +1.0% |
| 30D | -10.3% | +0.7% | -11.0% | -10.4% |
| 3M | -0.7% | +19.0% | -19.6% | -3.9% |
| 6M | +24.8% | +10.8% | +14.0% | +22.2% |
| YTD | +11.5% | +20.1% | -8.7% | +7.4% |
| 1Y | +12.3% | +23.1% | -10.7% | +7.6% |
| 3Y | +33.5% | -8.8% | +42.3% | +33.9% |
| 5Y | -67.5% | -1.4% | -66.1% | -67.9% |
| All | +55.1% | +17.2% | +37.9% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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