-42.8%
ETHA vs ZM
+13.6%
-56.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | +3.5% | -5.7% | +9.1% | +4.5% |
| 30D | +35.3% | -9.1% | +44.4% | +37.3% |
| 3M | +50.9% | +3.5% | +47.3% | +49.1% |
| 6M | +22.1% | +25.7% | -3.6% | +13.3% |
| YTD | -14.6% | +10.8% | -25.3% | -17.7% |
| 1Y | -42.8% | +12.8% | -55.6% | -43.8% |
| All | -42.8% | +13.6% | -56.4% | -43.8% |
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