+15.9%
ZM vs SN
+140.1%
-124.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.2% | +7.7% | +7.9% |
| 7D | +6.8% | +3.5% | +3.3% | +6.5% |
| 30D | +0.1% | +19.4% | -19.3% | -1.1% |
| 3M | -7.5% | +20.9% | -28.4% | -8.7% |
| 6M | -8.4% | +111.1% | -119.6% | -13.0% |
| YTD | +13.7% | +102.8% | -89.1% | +7.5% |
| 1Y | +15.9% | +146.2% | -130.2% | -0.5% |
| All | +15.9% | +140.1% | -124.1% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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