+55.5%
ZM vs TRGP
+838.3%
-782.8%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.5% | -6.3% | -4.8% |
| 7D | +1.6% | -0.6% | +2.2% | +1.6% |
| 30D | -7.7% | +14.6% | -22.3% | -7.9% |
| 3M | -4.7% | +11.9% | -16.6% | -4.9% |
| 6M | +24.4% | +25.3% | -0.8% | +23.9% |
| YTD | +11.8% | +61.9% | -50.1% | +10.8% |
| 1Y | +13.4% | +87.3% | -73.9% | +12.1% |
| 3Y | +33.8% | +268.0% | -234.2% | +32.5% |
| 5Y | -67.2% | +638.2% | -705.4% | -66.5% |
| All | +55.5% | +838.3% | -782.8% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 all: compounded portfolio wealth divided by compounded TRGP 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…
all analysis · Full analysis span regression · 6 months rolling