-62.2%
ZM vs OMC
+52.4%
-114.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +1.7% |
| 7D | +11.0% | +1.9% | +9.2% | +10.3% |
| 30D | +5.6% | +12.2% | -6.6% | +1.0% |
| 3M | -9.1% | +0.6% | -9.7% | -9.7% |
| 6M | -2.6% | +21.0% | -23.6% | -9.8% |
| YTD | +15.7% | +12.4% | +3.3% | +8.9% |
| 1Y | +18.8% | +25.4% | -6.7% | +6.6% |
| 3Y | +62.2% | +29.2% | +33.0% | +36.6% |
| All | -62.2% | +52.4% | -114.6% | -68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling