-67.5%
ZM vs WEC
+30.7%
-98.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | -0.2% |
| 7D | +0.3% | +0.4% | -0.1% | +0.3% |
| 30D | -10.3% | +0.9% | -11.2% | -10.4% |
| 3M | -0.7% | -5.3% | +4.7% | -0.4% |
| 6M | +24.8% | -6.6% | +31.4% | +25.3% |
| YTD | +11.5% | +3.3% | +8.2% | +10.4% |
| 1Y | +12.3% | +2.1% | +10.3% | +11.2% |
| 3Y | +33.5% | +39.6% | -6.1% | +23.3% |
| 5Y | -67.5% | +31.2% | -98.7% | -70.2% |
| All | -67.5% | +30.7% | -98.2% | -70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling