+63.4%
ZM vs WPM
+664.5%
-601.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.1% | +4.3% | +3.4% |
| 7D | +2.9% | +1.1% | +1.9% | +2.7% |
| 30D | +0.7% | +26.4% | -25.7% | -3.3% |
| 3M | -3.7% | +20.8% | -24.5% | -7.1% |
| 6M | +29.9% | +1.1% | +28.8% | +28.5% |
| YTD | +17.4% | +32.5% | -15.0% | +9.3% |
| 1Y | +22.4% | +51.5% | -29.1% | +10.1% |
| 3Y | +41.3% | +267.0% | -225.7% | +1.3% |
| 5Y | -66.0% | +250.1% | -316.2% | -75.9% |
| All | +63.4% | +664.5% | -601.0% | +38.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling