+63.4%
ZM vs BN
+155.0%
-91.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.5% | +3.3% |
| 7D | +2.9% | -2.5% | +5.4% | +3.6% |
| 30D | +0.7% | -9.5% | +10.2% | +3.3% |
| 3M | -3.7% | -10.4% | +6.7% | -1.0% |
| 6M | +29.9% | -6.4% | +36.2% | +31.7% |
| YTD | +17.4% | -11.9% | +29.3% | +20.8% |
| 1Y | +22.4% | -8.6% | +31.0% | +24.6% |
| 3Y | +41.3% | +77.6% | -36.3% | +23.6% |
| 5Y | -66.0% | +37.0% | -103.1% | -70.7% |
| All | +63.4% | +155.0% | -91.5% | +34.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling