+34.0%
ZM vs OMC
+9.5%
+24.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | +0.7% |
| 7D | +0.3% | -4.2% | +4.6% | +1.5% |
| 30D | -10.3% | -7.5% | -2.8% | -8.4% |
| 3M | -0.7% | +4.6% | -5.3% | -2.2% |
| 6M | +24.8% | -4.8% | +29.6% | +25.7% |
| YTD | +11.5% | -1.0% | +12.5% | +10.8% |
| 1Y | +12.3% | +3.8% | +8.5% | +9.7% |
| All | +34.0% | +9.5% | +24.5% | +21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling