+61.0%
ZM vs BEN
+44.8%
+16.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.1% |
| 7D | +11.0% | +6.8% | +4.2% | +9.4% |
| 30D | +5.6% | +18.0% | -12.3% | +1.9% |
| 3M | -9.1% | +7.5% | -16.6% | -10.6% |
| 6M | -2.6% | +14.7% | -17.3% | -5.6% |
| YTD | +15.7% | +56.1% | -40.4% | +4.7% |
| 1Y | +18.8% | +69.6% | -50.8% | +5.6% |
| 3Y | +62.2% | +87.7% | -25.5% | +40.0% |
| 5Y | -60.9% | +28.6% | -89.5% | -66.9% |
| All | +61.0% | +44.8% | +16.2% | +131.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling