+13.4%
ZM vs P
+26.4%
-13.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.6% | -6.5% | -5.0% |
| 7D | +1.6% | +7.8% | -6.2% | +0.7% |
| 30D | -7.7% | +12.3% | -20.0% | -9.8% |
| 3M | -4.7% | +37.1% | -41.8% | -9.8% |
| 6M | +24.4% | +66.1% | -41.6% | +14.2% |
| YTD | +11.8% | +50.9% | -39.2% | +4.5% |
| 1Y | +13.4% | +27.2% | -13.9% | +6.9% |
| All | +13.4% | +26.4% | -13.1% | +6.9% |
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