-67.5%
ZM vs DAR
-8.0%
-59.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | +0.3% | -0.2% | +0.5% | +0.3% |
| 30D | -10.3% | +7.4% | -17.7% | -12.2% |
| 3M | -0.7% | +15.7% | -16.3% | -4.9% |
| 6M | +24.8% | +30.0% | -5.2% | +15.5% |
| YTD | +11.5% | +87.5% | -76.1% | -6.9% |
| 1Y | +12.3% | +113.4% | -101.0% | -10.1% |
| 3Y | +33.5% | +15.3% | +18.2% | +24.1% |
| 5Y | -67.5% | -4.3% | -63.2% | -69.5% |
| All | -67.5% | -8.0% | -59.5% | -69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling