+33.1%
ZM vs FRSH
-46.4%
+79.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -5.7% | -6.6% | +0.9% | -3.5% |
| 30D | -9.1% | +2.1% | -11.2% | -9.8% |
| 3M | +3.5% | +29.0% | -25.4% | -4.9% |
| 6M | +25.7% | +48.6% | -23.0% | +10.8% |
| YTD | +10.8% | -2.9% | +13.7% | +10.0% |
| 1Y | +12.8% | -7.9% | +20.7% | +13.5% |
| 3Y | +33.1% | -46.5% | +79.7% | +46.3% |
| All | +33.1% | -46.4% | +79.5% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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