+61.0%
ZM vs ENB
+105.9%
-45.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.1% | +2.2% |
| 7D | +11.0% | +1.7% | +9.4% | +11.0% |
| 30D | +5.6% | +0.7% | +5.0% | +5.6% |
| 3M | -9.1% | -5.8% | -3.4% | -9.0% |
| 6M | -2.6% | -11.3% | +8.8% | -2.1% |
| YTD | +15.7% | +3.7% | +12.0% | +15.1% |
| 1Y | +18.8% | +2.8% | +16.0% | +18.3% |
| 3Y | +62.2% | +67.7% | -5.5% | +56.9% |
| 5Y | -60.9% | +57.1% | -118.0% | -61.6% |
| All | +61.0% | +105.9% | -45.0% | +79.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling