+54.0%
ZM vs ED
+66.2%
-12.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.9% |
| 7D | -2.7% | -1.9% | -0.9% | -3.1% |
| 30D | -10.0% | +0.1% | -10.1% | -9.9% |
| 3M | +1.6% | 0.0% | +1.6% | +1.7% |
| 6M | +25.0% | -2.5% | +27.5% | +24.8% |
| YTD | +10.6% | +10.1% | +0.5% | +13.3% |
| 1Y | +14.0% | +13.6% | +0.4% | +17.5% |
| 3Y | +32.5% | +32.4% | 0.0% | +41.6% |
| 5Y | -68.3% | +69.9% | -138.2% | -62.7% |
| All | +54.0% | +66.2% | -12.2% | +74.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling