-24.8%
ETHA vs ZM
+8.0%
-32.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.7% |
| 7D | +2.1% | -8.4% | +10.5% | +3.4% |
| 30D | -10.7% | -1.9% | -8.8% | -10.4% |
| 3M | +29.0% | -10.1% | +39.0% | +30.6% |
| 6M | +2.7% | -13.9% | +16.6% | +5.2% |
| YTD | -18.7% | +6.4% | -25.1% | -19.6% |
| 1Y | -24.8% | +9.6% | -34.4% | -25.7% |
| All | -24.8% | +8.0% | -32.9% | -25.7% |
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