-68.3%
ZM vs WY
-22.3%
-46.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +1.9% | +0.6% |
| 7D | -2.7% | -3.7% | +0.9% | -0.9% |
| 30D | -10.0% | -11.3% | +1.3% | -4.5% |
| 3M | +1.6% | -8.1% | +9.7% | +5.4% |
| 6M | +25.0% | -7.4% | +32.4% | +27.6% |
| YTD | +10.6% | -4.7% | +15.3% | +9.9% |
| 1Y | +14.0% | -9.2% | +23.2% | +16.1% |
| 3Y | +32.5% | -24.7% | +57.2% | +46.9% |
| 5Y | -68.3% | -21.6% | -46.8% | -63.8% |
| All | -68.3% | -22.3% | -46.0% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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