+33.1%
ZM vs QSR
+25.8%
+7.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -5.7% | -4.0% | -1.7% | -5.0% |
| 30D | -9.1% | +2.8% | -11.8% | -9.4% |
| 3M | +3.5% | +5.1% | -1.6% | +2.8% |
| 6M | +25.7% | +8.8% | +16.9% | +24.1% |
| YTD | +10.8% | +14.8% | -4.1% | +8.1% |
| 1Y | +12.8% | +25.7% | -13.0% | +7.7% |
| 3Y | +33.1% | +27.5% | +5.6% | +23.3% |
| All | +33.1% | +25.8% | +7.3% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 3y: compounded portfolio wealth divided by compounded QSR 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…
3y analysis · Full analysis span regression · 6 months rolling