+22.4%
ZM vs FND
-36.4%
+58.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.5% | +3.2% |
| 7D | +2.9% | -5.2% | +8.2% | +3.1% |
| 30D | +0.7% | -19.9% | +20.6% | +1.4% |
| 3M | -3.7% | +2.7% | -6.4% | -3.3% |
| 6M | +29.9% | -21.7% | +51.6% | +31.5% |
| YTD | +17.4% | -17.5% | +34.9% | +15.3% |
| 1Y | +22.4% | -39.3% | +61.7% | +27.7% |
| All | +22.4% | -36.4% | +58.7% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling