+54.1%
ZM vs ENB
+106.3%
-52.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.2% |
| 7D | -5.7% | -4.7% | -1.0% | -5.5% |
| 30D | -9.1% | -5.9% | -3.2% | -8.9% |
| 3M | +3.5% | -14.2% | +17.8% | +4.2% |
| 6M | +25.7% | -8.6% | +34.3% | +26.0% |
| YTD | +10.8% | +3.9% | +6.9% | +10.3% |
| 1Y | +12.8% | +1.8% | +11.0% | +12.4% |
| 3Y | +33.1% | +68.5% | -35.4% | +28.8% |
| 5Y | -68.3% | +62.4% | -130.7% | -68.8% |
| All | +54.1% | +106.3% | -52.2% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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