+14.0%
ZM vs WEC
+0.7%
+13.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | -1.2% |
| 7D | -2.7% | -1.3% | -1.5% | -3.5% |
| 30D | -10.0% | -0.4% | -9.6% | -10.1% |
| 3M | +1.6% | -6.8% | +8.4% | -2.2% |
| 6M | +25.0% | -6.4% | +31.4% | +21.8% |
| YTD | +10.6% | +2.5% | +8.1% | +15.3% |
| 1Y | +14.0% | -0.4% | +14.4% | +17.3% |
| All | +14.0% | +0.7% | +13.3% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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