-67.5%
ZM vs IBN
+54.0%
-121.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.5% | +0.4% |
| 7D | +0.3% | -5.1% | +5.4% | +2.4% |
| 30D | -10.3% | -3.5% | -6.8% | -9.1% |
| 3M | -0.7% | +11.3% | -12.0% | -5.1% |
| 6M | +24.8% | +4.4% | +20.4% | +21.8% |
| YTD | +11.5% | -1.8% | +13.3% | +11.5% |
| 1Y | +12.3% | -8.0% | +20.3% | +15.2% |
| 3Y | +33.5% | +27.1% | +6.4% | +12.0% |
| 5Y | -67.5% | +54.5% | -122.0% | -76.1% |
| All | -67.5% | +54.0% | -121.5% | -76.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling