+22.4%
ZM vs RY
+46.1%
-23.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +3.9% | +3.3% |
| 7D | +2.9% | +3.1% | -0.2% | +2.6% |
| 30D | +0.7% | -0.3% | +1.0% | +0.7% |
| 3M | -3.7% | +8.7% | -12.3% | -5.7% |
| 6M | +29.9% | +28.5% | +1.3% | +17.7% |
| YTD | +17.4% | +25.1% | -7.7% | +9.5% |
| 1Y | +22.4% | +46.3% | -23.9% | +1.7% |
| All | +22.4% | +46.1% | -23.7% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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