+55.1%
ZM vs DRI
+124.1%
-69.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.4% | -0.2% |
| 7D | +0.3% | -4.8% | +5.2% | +0.4% |
| 30D | -10.3% | -3.9% | -6.4% | -10.2% |
| 3M | -0.7% | +5.1% | -5.8% | -0.8% |
| 6M | +24.8% | +5.5% | +19.3% | +24.6% |
| YTD | +11.5% | +16.5% | -5.0% | +11.0% |
| 1Y | +12.3% | +2.0% | +10.3% | +12.1% |
| 3Y | +33.5% | +54.5% | -21.0% | +32.9% |
| 5Y | -67.5% | +66.6% | -134.1% | -68.1% |
| All | +55.1% | +124.1% | -69.0% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling