+10.3%
ZM vs P
+10.7%
-0.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.3% | -4.3% | +1.2% |
| 7D | -0.3% | -9.6% | +9.3% | +0.8% |
| 30D | -6.2% | -33.4% | +27.3% | -2.0% |
| 3M | -12.2% | +14.2% | -26.4% | -14.3% |
| 6M | -16.0% | +31.6% | -47.6% | -20.1% |
| YTD | +6.3% | +53.5% | -47.2% | -0.5% |
| All | +10.3% | +10.7% | -0.4% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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