+19.3%
ARM vs ZM
+8.0%
+11.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -18.7% | -8.4% | -10.3% | -16.6% |
| 30D | -36.7% | -1.9% | -34.8% | -36.0% |
| 3M | -31.6% | -10.1% | -21.6% | -30.0% |
| 6M | -5.6% | -13.9% | +8.2% | -1.9% |
| YTD | +75.5% | +6.4% | +69.0% | +68.6% |
| 1Y | +19.3% | +9.6% | +9.8% | +15.1% |
| All | +19.3% | +8.0% | +11.3% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 1y: compounded portfolio wealth divided by compounded ZM 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…
1y analysis · Full analysis span regression · 6 months rolling