-62.2%
ZM vs ENB
+58.6%
-120.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +2.0% |
| 7D | +11.0% | +3.1% | +7.9% | +10.1% |
| 30D | +5.6% | +2.1% | +3.5% | +4.9% |
| 3M | -9.1% | -4.4% | -4.7% | -8.2% |
| 6M | -2.6% | -10.1% | +7.5% | +0.1% |
| YTD | +15.7% | +5.2% | +10.5% | +11.6% |
| 1Y | +18.8% | +4.2% | +14.5% | +14.9% |
| 3Y | +62.2% | +70.1% | -7.9% | +22.6% |
| All | -62.2% | +58.6% | -120.8% | -68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling