-67.5%
ZM vs TRMB
-39.0%
-28.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.1% | +1.2% |
| 7D | +0.3% | -2.9% | +3.2% | +2.2% |
| 30D | -10.3% | -1.8% | -8.5% | -9.3% |
| 3M | -0.7% | +8.4% | -9.1% | -5.8% |
| 6M | +24.8% | -18.5% | +43.3% | +40.8% |
| YTD | +11.5% | -26.7% | +38.2% | +33.7% |
| 1Y | +12.3% | -28.3% | +40.6% | +35.7% |
| 3Y | +33.5% | +12.6% | +20.9% | +10.7% |
| 5Y | -67.5% | -38.7% | -28.8% | -58.5% |
| All | -67.5% | -39.0% | -28.5% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 5y: compounded portfolio wealth divided by compounded TRMB 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…
5y analysis · Full analysis span regression · 6 months rolling