+33.8%
ZM vs DAR
+14.9%
+19.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.9% | -7.8% | -5.3% |
| 7D | +1.6% | -0.9% | +2.5% | +1.7% |
| 30D | -7.7% | +13.0% | -20.7% | -9.9% |
| 3M | -4.7% | +15.0% | -19.6% | -7.5% |
| 6M | +24.4% | +26.8% | -2.4% | +18.2% |
| YTD | +11.8% | +86.4% | -74.7% | -1.9% |
| 1Y | +13.4% | +115.1% | -101.7% | -3.9% |
| 3Y | +33.8% | +14.6% | +19.2% | +25.0% |
| All | +33.8% | +14.9% | +19.0% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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