+14.0%
ZM vs IBN
-8.6%
+22.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.8% |
| 7D | -2.7% | -5.5% | +2.7% | -3.4% |
| 30D | -10.0% | -3.4% | -6.6% | -10.3% |
| 3M | +1.6% | +8.7% | -7.1% | +2.9% |
| 6M | +25.0% | +3.7% | +21.3% | +26.8% |
| YTD | +10.6% | -2.4% | +13.0% | +12.6% |
| 1Y | +14.0% | -8.1% | +22.0% | +13.4% |
| All | +14.0% | -8.6% | +22.6% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling