+54.0%
ZM vs IBN
+161.3%
-107.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.7% |
| 7D | -2.7% | -5.5% | +2.7% | -2.4% |
| 30D | -10.0% | -3.4% | -6.6% | -9.8% |
| 3M | +1.6% | +8.7% | -7.1% | +1.0% |
| 6M | +25.0% | +3.7% | +21.3% | +24.6% |
| YTD | +10.6% | -2.4% | +13.0% | +10.7% |
| 1Y | +14.0% | -8.1% | +22.0% | +14.5% |
| 3Y | +32.5% | +26.3% | +6.1% | +30.4% |
| 5Y | -68.3% | +54.9% | -123.3% | -68.9% |
| All | +54.0% | +161.3% | -107.4% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling