+34.0%
ZM vs BN
+71.3%
-37.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.5% |
| 7D | +0.3% | -3.0% | +3.3% | +1.6% |
| 30D | -10.3% | -13.0% | +2.7% | -5.0% |
| 3M | -0.7% | -15.2% | +14.6% | +6.3% |
| 6M | +24.8% | -5.9% | +30.7% | +27.1% |
| YTD | +11.5% | -15.8% | +27.2% | +18.7% |
| 1Y | +12.3% | -12.2% | +24.5% | +17.0% |
| All | +34.0% | +71.3% | -37.3% | +5.5% |
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