+9.6%
ZM vs BTG
+24.4%
-14.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.7% | -8.7% | -0.9% |
| 7D | -8.4% | -0.2% | -8.2% | -8.4% |
| 30D | -1.9% | -0.8% | -1.1% | -1.9% |
| 3M | -10.1% | +31.8% | -41.9% | -12.3% |
| 6M | -13.9% | +20.4% | -34.3% | -15.4% |
| YTD | +6.4% | +14.7% | -8.3% | +1.3% |
| 1Y | +9.6% | +29.4% | -19.8% | +0.1% |
| All | +9.6% | +24.4% | -14.8% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling