+59.4%
ZM vs BN
+102.0%
-42.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -0.8% | +8.7% | +8.2% |
| 7D | +6.8% | -2.4% | +9.2% | +7.8% |
| 30D | +0.1% | +13.5% | -13.4% | -5.4% |
| 3M | -7.5% | -5.9% | -1.6% | -5.4% |
| 6M | -8.4% | -8.9% | +0.5% | -5.4% |
| YTD | +13.7% | -7.9% | +21.5% | +16.3% |
| 1Y | +15.9% | -8.3% | +24.2% | +18.7% |
| All | +59.4% | +102.0% | -42.6% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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