+61.0%
ZM vs ED
+88.4%
-27.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.8% | +2.5% |
| 7D | +11.0% | +2.1% | +9.0% | +11.6% |
| 30D | +5.6% | +10.4% | -4.8% | +8.2% |
| 3M | -9.1% | +12.5% | -21.7% | -6.5% |
| 6M | -2.6% | +14.9% | -17.5% | +0.9% |
| YTD | +15.7% | +24.8% | -9.2% | +22.0% |
| 1Y | +18.8% | +23.8% | -5.1% | +25.2% |
| 3Y | +62.2% | +51.6% | +10.5% | +78.8% |
| 5Y | -60.9% | +86.4% | -147.3% | -53.1% |
| All | +61.0% | +88.4% | -27.5% | +88.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling