+293.4%
ARM vs ZM
+58.3%
+235.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +7.9% | +4.2% | +8.8% |
| 7D | +6.0% | +6.8% | -0.8% | +3.6% |
| 30D | -20.3% | +0.1% | -20.5% | -19.9% |
| 3M | -24.4% | -7.5% | -16.9% | -22.3% |
| 6M | -4.4% | -8.4% | +4.1% | -1.5% |
| YTD | +86.0% | +13.7% | +72.4% | +71.7% |
| 1Y | +35.8% | +15.9% | +19.9% | +23.8% |
| All | +293.4% | +58.3% | +235.1% | +227.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling