-65.4%
ZM vs FRSH
-72.4%
+7.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.2% |
| 7D | +0.3% | -9.6% | +9.9% | +4.0% |
| 30D | -10.3% | -0.4% | -9.9% | -10.3% |
| 3M | -0.7% | +27.2% | -27.9% | -9.2% |
| 6M | +24.8% | +42.2% | -17.4% | +9.6% |
| YTD | +11.5% | -2.6% | +14.1% | +10.4% |
| 1Y | +12.3% | -10.2% | +22.5% | +14.2% |
| 3Y | +33.5% | -45.5% | +79.0% | +53.8% |
| All | -65.4% | -72.4% | +7.0% | -61.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling