+12.6%
ZM vs QS
-37.9%
+50.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | -0.7% |
| 7D | -2.7% | -5.0% | +2.2% | -2.5% |
| 30D | -10.0% | -18.3% | +8.3% | -9.2% |
| 3M | +1.6% | -26.0% | +27.6% | +2.6% |
| 6M | +25.0% | -24.0% | +49.0% | +25.9% |
| YTD | +10.6% | -50.3% | +60.9% | +12.2% |
| All | +12.6% | -37.9% | +50.5% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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