+62.2%
ZM vs WCN
+52.1%
+10.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +11.0% | +2.6% | +8.4% | +10.8% |
| 30D | +5.6% | +23.9% | -18.3% | +2.9% |
| 3M | -9.1% | +17.4% | -26.6% | -10.7% |
| 6M | -2.6% | +28.0% | -30.6% | -5.7% |
| YTD | +15.7% | +11.6% | +4.1% | +14.8% |
| 1Y | +18.8% | +16.9% | +1.9% | +16.5% |
| 3Y | +62.2% | +51.6% | +10.6% | +60.4% |
| All | +62.2% | +52.1% | +10.1% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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