+34.0%
ZM vs FND
-50.0%
+84.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | +0.3% | -0.8% | +1.1% | +0.5% |
| 30D | -10.3% | -19.6% | +9.3% | -7.3% |
| 3M | -0.7% | -4.3% | +3.7% | -0.4% |
| 6M | +24.8% | -20.4% | +45.3% | +28.6% |
| YTD | +11.5% | -21.9% | +33.3% | +13.8% |
| 1Y | +12.3% | -45.2% | +57.5% | +23.6% |
| All | +34.0% | -50.0% | +84.0% | +41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling