+33.0%
ZM vs TRI
-20.3%
+53.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.3% |
| 7D | -2.7% | -14.4% | +11.6% | +2.5% |
| 30D | -10.0% | -8.1% | -1.9% | -7.5% |
| 3M | +1.6% | +17.5% | -15.9% | -4.7% |
| 6M | +25.0% | -5.0% | +29.9% | +24.2% |
| YTD | +10.6% | -24.7% | +35.3% | +17.9% |
| 1Y | +14.0% | -41.5% | +55.5% | +30.9% |
| All | +33.0% | -20.3% | +53.3% | +34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling