+58.8%
ZM vs BEN
+85.5%
-26.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | 0.0% |
| 7D | +10.0% | +11.3% | -1.3% | +5.9% |
| 30D | -0.5% | +15.0% | -15.5% | -5.3% |
| 3M | -7.1% | +7.8% | -14.9% | -9.6% |
| 6M | -5.1% | +15.5% | -20.6% | -10.1% |
| YTD | +13.2% | +55.4% | -42.2% | -4.1% |
| 1Y | +15.3% | +63.3% | -47.9% | -4.1% |
| All | +58.8% | +85.5% | -26.8% | +28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling