-17.2%
DASH vs ZM
+8.0%
-25.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | 0.0% | +8.3% | +8.3% |
| 7D | +17.2% | -8.4% | +25.6% | +19.8% |
| 30D | +3.6% | -1.9% | +5.5% | +3.7% |
| 3M | -1.9% | -10.1% | +8.2% | +0.2% |
| 6M | +15.1% | -13.9% | +28.9% | +18.2% |
| YTD | -12.3% | +6.4% | -18.7% | -17.6% |
| 1Y | -17.2% | +9.6% | -26.8% | -24.1% |
| All | -17.2% | +8.0% | -25.3% | -24.1% |
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