+55.1%
ZM vs EME
+909.2%
-854.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.2% | -0.1% |
| 7D | +0.3% | +2.7% | -2.4% | +0.1% |
| 30D | -10.3% | -6.8% | -3.5% | -9.8% |
| 3M | -0.7% | -8.8% | +8.2% | -0.2% |
| 6M | +24.8% | +5.0% | +19.8% | +23.3% |
| YTD | +11.5% | +23.5% | -12.0% | +8.5% |
| 1Y | +12.3% | +21.3% | -9.0% | +9.0% |
| 3Y | +33.5% | +241.1% | -207.6% | +16.9% |
| 5Y | -67.5% | +549.2% | -616.6% | -72.8% |
| All | +55.1% | +909.2% | -854.0% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 all: compounded portfolio wealth divided by compounded EME 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…
all analysis · Full analysis span regression · 6 months rolling