+9.6%
ZM vs INDA
-7.3%
+16.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -1.0% |
| 7D | -8.4% | +6.9% | -15.3% | -10.7% |
| 30D | -1.9% | +7.4% | -9.3% | -4.6% |
| 3M | -10.1% | -1.0% | -9.1% | -9.6% |
| 6M | -13.9% | +2.9% | -16.7% | -14.8% |
| YTD | +6.4% | -7.4% | +13.9% | +9.1% |
| 1Y | +9.6% | -7.4% | +16.9% | +12.1% |
| All | +9.6% | -7.3% | +16.9% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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