-38.6%
ON vs ZM
-3.6%
-35.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.1% | -5.8% | -3.8% |
| 7D | +12.2% | +11.0% | +1.2% | +11.1% |
| 30D | -3.1% | +5.6% | -8.8% | -3.9% |
| 3M | -12.9% | -9.1% | -3.7% | -15.6% |
| 6M | -38.6% | -2.6% | -36.0% | -34.5% |
| All | -38.6% | -3.6% | -35.0% | -34.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling