+63.4%
ZM vs ENB
+116.4%
-53.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.1% | +3.3% |
| 7D | +2.9% | -0.2% | +3.2% | +3.0% |
| 30D | +0.7% | -2.2% | +2.9% | +0.8% |
| 3M | -3.7% | -10.5% | +6.8% | -3.2% |
| 6M | +29.9% | -5.1% | +34.9% | +30.1% |
| YTD | +17.4% | +9.0% | +8.5% | +16.7% |
| 1Y | +22.4% | +8.2% | +14.2% | +21.7% |
| 3Y | +41.3% | +67.8% | -26.5% | +36.6% |
| 5Y | -66.0% | +69.4% | -135.4% | -66.7% |
| All | +63.4% | +116.4% | -53.0% | +81.9% |
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 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