+54.8%
ON vs ZM
+21.7%
+33.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.3% | -2.3% | +0.9% |
| 7D | +2.4% | +2.9% | -0.5% | +2.3% |
| 30D | -3.3% | +0.7% | -4.0% | -3.4% |
| 3M | -43.6% | -3.7% | -39.9% | -42.2% |
| 6M | +19.0% | +29.9% | -10.9% | +14.7% |
| YTD | +37.4% | +17.4% | +19.9% | +34.9% |
| 1Y | +54.8% | +22.4% | +32.4% | +51.4% |
| All | +54.8% | +21.7% | +33.1% | +51.4% |
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 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