+55.5%
ZM vs BIDU
-45.9%
+101.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -7.0% | +2.1% | -3.0% |
| 7D | +1.6% | -2.4% | +4.1% | +2.3% |
| 30D | -7.7% | -15.6% | +7.9% | -3.7% |
| 3M | -4.7% | -22.3% | +17.6% | +1.4% |
| 6M | +24.4% | -22.3% | +46.7% | +30.7% |
| YTD | +11.8% | -29.2% | +40.9% | +19.4% |
| 1Y | +13.4% | -14.8% | +28.2% | +13.4% |
| 3Y | +33.8% | -31.8% | +65.6% | +37.3% |
| 5Y | -67.2% | -43.1% | -24.0% | -66.5% |
| All | +55.5% | -45.9% | +101.4% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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