+57.6%
ZM vs WWD
+260.7%
-203.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -0.3% |
| 7D | +10.0% | +8.2% | +1.8% | +9.8% |
| 30D | -0.5% | -0.2% | -0.3% | -0.5% |
| 3M | -7.1% | -8.4% | +1.3% | -6.9% |
| 6M | -5.1% | -9.5% | +4.4% | -5.0% |
| YTD | +13.2% | +10.1% | +3.2% | +12.4% |
| 1Y | +15.3% | +21.6% | -6.2% | +14.0% |
| 3Y | +57.4% | +149.6% | -92.2% | +54.1% |
| 5Y | -61.7% | +191.3% | -253.0% | -63.4% |
| All | +57.6% | +260.7% | -203.1% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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