+34.0%
ZM vs WPM
+273.6%
-239.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.3% | -0.3% |
| 7D | +0.3% | +3.9% | -3.5% | +0.1% |
| 30D | -10.3% | +17.7% | -28.0% | -11.1% |
| 3M | -0.7% | +39.4% | -40.1% | -2.6% |
| 6M | +24.8% | +6.4% | +18.4% | +24.4% |
| YTD | +11.5% | +34.0% | -22.5% | +8.2% |
| 1Y | +12.3% | +50.5% | -38.2% | +7.7% |
| All | +34.0% | +273.6% | -239.6% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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