+12.8%
ZM vs TRI
-40.4%
+53.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.5% |
| 7D | -5.7% | -7.9% | +2.2% | -2.9% |
| 30D | -9.1% | -4.5% | -4.6% | -7.8% |
| 3M | +3.5% | +22.1% | -18.6% | -4.4% |
| 6M | +25.7% | -2.8% | +28.4% | +22.8% |
| YTD | +10.8% | -23.4% | +34.2% | +17.4% |
| 1Y | +12.8% | -41.5% | +54.3% | +18.4% |
| All | +12.8% | -40.4% | +53.1% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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