+34.0%
ZM vs WCN
+19.5%
+14.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.1% |
| 7D | +0.3% | -1.7% | +2.1% | +0.6% |
| 30D | -10.3% | -3.0% | -7.3% | -9.9% |
| 3M | -0.7% | +2.5% | -3.2% | -1.1% |
| 6M | +24.8% | -5.7% | +30.5% | +26.2% |
| YTD | +11.5% | -7.4% | +18.9% | +13.0% |
| 1Y | +12.3% | -8.6% | +21.0% | +14.2% |
| All | +34.0% | +19.5% | +14.5% | +30.0% |
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