+12.8%
ZM vs POET
+40.7%
-27.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | 0.0% |
| 7D | -5.7% | +0.4% | -6.1% | -5.7% |
| 30D | -9.1% | -10.4% | +1.3% | -9.0% |
| 3M | +3.5% | -29.3% | +32.9% | +3.9% |
| 6M | +25.7% | +6.9% | +18.8% | +24.3% |
| YTD | +10.8% | +25.6% | -14.8% | +8.3% |
| 1Y | +12.8% | +49.2% | -36.4% | +12.1% |
| All | +12.8% | +40.7% | -27.9% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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