+10.3%
ZM vs MOS
-8.6%
+18.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.8% | +0.2% | +2.1% |
| 7D | -0.3% | +19.7% | -19.9% | +0.2% |
| 30D | -6.2% | +21.5% | -27.7% | -5.6% |
| 3M | -12.2% | -0.4% | -11.8% | -11.8% |
| 6M | -16.0% | +4.5% | -20.6% | -15.7% |
| YTD | +6.3% | -2.9% | +9.2% | +4.4% |
| All | +10.3% | -8.6% | +18.9% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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