+22.4%
ZM vs ED
+12.4%
+10.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.3% | +4.6% | +2.4% |
| 7D | +2.9% | -0.2% | +3.1% | +2.8% |
| 30D | +0.7% | -0.1% | +0.8% | +0.8% |
| 3M | -3.7% | +3.9% | -7.6% | -0.7% |
| 6M | +29.9% | -3.0% | +32.9% | +29.5% |
| YTD | +17.4% | +10.7% | +6.7% | +26.2% |
| 1Y | +22.4% | +13.3% | +9.1% | +32.9% |
| All | +22.4% | +12.4% | +10.0% | +32.9% |
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