+55.5%
ZM vs BTI
+136.1%
-80.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.5% | -4.8% |
| 7D | +1.6% | -1.4% | +3.0% | +1.6% |
| 30D | -7.7% | -7.0% | -0.7% | -8.0% |
| 3M | -4.7% | -6.3% | +1.7% | -4.9% |
| 6M | +24.4% | -2.0% | +26.4% | +24.3% |
| YTD | +11.8% | +0.2% | +11.6% | +11.7% |
| 1Y | +13.4% | +3.8% | +9.6% | +13.3% |
| 3Y | +33.8% | +112.1% | -78.2% | +34.9% |
| 5Y | -67.2% | +113.6% | -180.8% | -66.1% |
| All | +55.5% | +136.1% | -80.5% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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