+38.3%
ZM vs IP
+21.5%
+16.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.2% | +1.1% | +3.0% |
| 7D | +2.9% | -5.3% | +8.2% | +3.6% |
| 30D | +0.7% | -10.9% | +11.5% | +2.0% |
| 3M | -3.7% | +11.2% | -14.9% | -5.5% |
| 6M | +29.9% | -10.2% | +40.1% | +31.4% |
| YTD | +17.4% | -2.0% | +19.4% | +17.0% |
| 1Y | +22.4% | -19.1% | +41.5% | +25.4% |
| All | +38.3% | +21.5% | +16.8% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 3y: compounded portfolio wealth divided by compounded IP 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…
3y analysis · Full analysis span regression · 6 months rolling