+20.3%
ARM vs ZM
+12.0%
+8.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.0% | +4.7% | +6.1% |
| 7D | -5.3% | -0.3% | -5.0% | -5.1% |
| 30D | -30.0% | -6.2% | -23.9% | -28.5% |
| 3M | -34.1% | -12.2% | -21.8% | -32.0% |
| 6M | -12.6% | -16.0% | +3.4% | -8.5% |
| YTD | +70.4% | +6.3% | +64.2% | +64.3% |
| All | +20.3% | +12.0% | +8.3% | +17.0% |
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