+9.6%
ZM vs PBR
+74.7%
-65.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.0% | +7.0% | -0.6% |
| 7D | -8.4% | -11.0% | +2.6% | -9.4% |
| 30D | -1.9% | -18.8% | +16.9% | -3.9% |
| 3M | -10.1% | +7.8% | -17.9% | -9.9% |
| 6M | -13.9% | -7.6% | -6.3% | -15.2% |
| YTD | +6.4% | +72.7% | -66.2% | +15.7% |
| 1Y | +9.6% | +72.9% | -63.4% | +18.6% |
| All | +9.6% | +74.7% | -65.2% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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