+63.4%
ZM vs BEN
+38.2%
+25.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.5% | -0.3% | +2.5% |
| 7D | +2.9% | +0.2% | +2.7% | +2.9% |
| 30D | +0.7% | -0.5% | +1.2% | +0.8% |
| 3M | -3.7% | +9.7% | -13.4% | -5.6% |
| 6M | +29.9% | +33.9% | -4.0% | +21.6% |
| YTD | +17.4% | +49.0% | -31.6% | +7.5% |
| 1Y | +22.4% | +42.1% | -19.7% | +12.9% |
| 3Y | +41.3% | +51.9% | -10.6% | +26.5% |
| 5Y | -66.0% | +39.0% | -105.1% | -70.4% |
| All | +63.4% | +38.2% | +25.2% | +137.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling