+9.6%
ZM vs ED
+27.1%
-17.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | +2.1% |
| 7D | -8.4% | +5.4% | -13.8% | -4.9% |
| 30D | -1.9% | +16.4% | -18.3% | +9.0% |
| 3M | -10.1% | +11.9% | -21.9% | -2.4% |
| 6M | -13.9% | +11.6% | -25.4% | -5.7% |
| YTD | +6.4% | +24.1% | -17.7% | +27.1% |
| 1Y | +9.6% | +26.9% | -17.3% | +32.5% |
| All | +9.6% | +27.1% | -17.6% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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