-62.2%
ZM vs WEC
+56.3%
-118.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +2.1% |
| 7D | +11.0% | +2.3% | +8.7% | +11.0% |
| 30D | +5.6% | +11.1% | -5.4% | +5.2% |
| 3M | -9.1% | +8.4% | -17.6% | -9.4% |
| 6M | -2.6% | +7.5% | -10.1% | -2.9% |
| YTD | +15.7% | +15.3% | +0.3% | +13.9% |
| 1Y | +18.8% | +9.7% | +9.0% | +17.8% |
| 3Y | +62.2% | +64.7% | -2.5% | +46.5% |
| All | -62.2% | +56.3% | -118.5% | -64.5% |
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