-67.5%
ZM vs BLDR
+13.4%
-80.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.2% |
| 7D | +0.3% | -2.7% | +3.0% | +1.1% |
| 30D | -10.3% | -14.7% | +4.4% | -6.5% |
| 3M | -0.7% | -20.8% | +20.2% | +4.5% |
| 6M | +24.8% | -35.3% | +60.2% | +37.7% |
| YTD | +11.5% | -40.3% | +51.8% | +24.3% |
| 1Y | +12.3% | -56.3% | +68.6% | +38.1% |
| 3Y | +33.5% | -56.1% | +89.6% | +48.1% |
| 5Y | -67.5% | +12.9% | -80.4% | -78.4% |
| All | -67.5% | +13.4% | -80.9% | -78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling