+9.6%
ZM vs OMC
+24.5%
-15.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.2% | -5.2% | -1.0% |
| 7D | -8.4% | +12.5% | -20.9% | -10.6% |
| 30D | -1.9% | +16.3% | -18.2% | -5.2% |
| 3M | -10.1% | +8.1% | -18.1% | -11.6% |
| 6M | -13.9% | +17.2% | -31.0% | -17.0% |
| YTD | +6.4% | +11.8% | -5.3% | +1.6% |
| 1Y | +9.6% | +23.9% | -14.4% | +5.2% |
| All | +9.6% | +24.5% | -15.0% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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