-60.4%
ZM vs BN
+33.2%
-93.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -0.8% | +8.7% | +8.3% |
| 7D | +6.8% | -2.4% | +9.2% | +8.3% |
| 30D | +0.1% | +13.5% | -13.4% | -7.6% |
| 3M | -7.5% | -5.9% | -1.6% | -4.6% |
| 6M | -8.4% | -8.9% | +0.5% | -4.3% |
| YTD | +13.7% | -7.9% | +21.5% | +17.0% |
| 1Y | +15.9% | -8.3% | +24.2% | +19.4% |
| 3Y | +58.0% | +100.8% | -42.7% | -11.2% |
| 5Y | -60.4% | +38.2% | -98.6% | -71.3% |
| All | -60.4% | +33.2% | -93.5% | -71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling