-67.5%
ZM vs FND
-61.3%
-6.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | 0.0% |
| 7D | +0.3% | -0.8% | +1.1% | +0.7% |
| 30D | -10.3% | -19.6% | +9.3% | -3.4% |
| 3M | -0.7% | -4.3% | +3.7% | -0.6% |
| 6M | +24.8% | -20.4% | +45.3% | +31.9% |
| YTD | +11.5% | -21.9% | +33.3% | +16.4% |
| 1Y | +12.3% | -45.2% | +57.5% | +35.0% |
| 3Y | +33.5% | -49.2% | +82.7% | +50.0% |
| 5Y | -67.5% | -61.8% | -5.7% | -60.8% |
| All | -67.5% | -61.3% | -6.2% | -60.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling