+9.6%
ZM vs BEN
+56.2%
-46.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.7% | -1.4% |
| 7D | -8.4% | +6.7% | -15.1% | -10.2% |
| 30D | -1.9% | +3.0% | -4.9% | -2.9% |
| 3M | -10.1% | -4.3% | -5.7% | -9.2% |
| 6M | -13.9% | +16.4% | -30.2% | -17.9% |
| YTD | +6.4% | +46.8% | -40.3% | -7.2% |
| 1Y | +9.6% | +57.3% | -47.8% | -7.1% |
| All | +9.6% | +56.2% | -46.7% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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