+57.6%
ZM vs BEN
+44.2%
+13.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.1% |
| 7D | +10.0% | +11.3% | -1.3% | +7.4% |
| 30D | -0.5% | +15.0% | -15.5% | -3.5% |
| 3M | -7.1% | +7.8% | -14.9% | -8.7% |
| 6M | -5.1% | +15.5% | -20.6% | -8.2% |
| YTD | +13.2% | +55.4% | -42.2% | +2.6% |
| 1Y | +15.3% | +63.3% | -47.9% | +3.4% |
| 3Y | +57.4% | +83.4% | -26.0% | +36.4% |
| 5Y | -61.7% | +28.1% | -89.8% | -67.6% |
| All | +57.6% | +44.2% | +13.4% | +126.8% |
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