-67.5%
ZM vs ONTO
+268.0%
-335.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | +0.3% | +9.4% | -9.0% | -1.5% |
| 30D | -10.3% | -4.4% | -5.8% | -10.0% |
| 3M | -0.7% | +1.6% | -2.3% | -4.4% |
| 6M | +24.8% | +45.3% | -20.4% | +8.6% |
| YTD | +11.5% | +76.4% | -64.9% | -8.7% |
| 1Y | +12.3% | +167.2% | -154.8% | -18.9% |
| 3Y | +33.5% | +116.6% | -83.1% | -17.9% |
| 5Y | -67.5% | +263.7% | -331.2% | -85.1% |
| All | -67.5% | +268.0% | -335.5% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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