+33.8%
ZM vs ENB
+79.6%
-45.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.8% | -5.6% | -4.9% |
| 7D | +1.6% | -0.5% | +2.1% | +1.7% |
| 30D | -7.7% | -0.2% | -7.5% | -7.7% |
| 3M | -4.7% | -7.5% | +2.9% | -4.0% |
| 6M | +24.4% | -4.1% | +28.6% | +24.7% |
| YTD | +11.8% | +9.8% | +2.0% | +9.2% |
| 1Y | +13.4% | +8.7% | +4.7% | +10.9% |
| 3Y | +33.8% | +79.0% | -45.2% | +7.9% |
| All | +33.8% | +79.6% | -45.7% | +7.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling