+55.5%
ZM vs INDA
+49.6%
+6.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.6% | -3.2% | -4.6% |
| 7D | +1.6% | -1.0% | +2.6% | +1.8% |
| 30D | -7.7% | -2.5% | -5.2% | -7.3% |
| 3M | -4.7% | +4.0% | -8.6% | -5.2% |
| 6M | +24.4% | -1.8% | +26.2% | +24.7% |
| YTD | +11.8% | -9.2% | +20.9% | +13.3% |
| 1Y | +13.4% | -7.2% | +20.5% | +14.5% |
| 3Y | +33.8% | +9.8% | +24.0% | +32.7% |
| 5Y | -67.2% | +7.5% | -74.7% | -67.9% |
| All | +55.5% | +49.6% | +6.0% | +99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling