-21.7%
ONON vs ZM
-66.1%
+44.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.0% |
| 7D | -2.1% | -5.7% | +3.6% | +0.7% |
| 30D | -11.6% | -9.1% | -2.5% | -8.0% |
| 3M | -30.1% | +3.5% | -33.6% | -32.0% |
| 6M | -30.5% | +25.7% | -56.2% | -40.8% |
| YTD | -41.0% | +10.8% | -51.8% | -47.3% |
| 1Y | -36.7% | +12.8% | -49.5% | -44.4% |
| 3Y | -8.6% | +33.1% | -41.7% | -29.5% |
| All | -21.7% | -66.1% | +44.5% | +14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling