-71.4%
OPEN vs ZM
+8.0%
-79.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | 0.0% | +13.8% | +13.8% |
| 7D | +3.7% | -8.4% | +12.1% | +6.5% |
| 30D | -14.3% | -1.9% | -12.4% | -13.7% |
| 3M | -51.9% | -10.1% | -41.9% | -50.5% |
| 6M | -61.4% | -13.9% | -47.5% | -60.1% |
| YTD | -66.0% | +6.4% | -72.5% | -66.1% |
| 1Y | -71.4% | +9.6% | -80.9% | -72.4% |
| All | -71.4% | +8.0% | -79.4% | -72.4% |
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