-50.9%
OPEN vs ZM
+12.7%
-63.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -2.9% | +0.3% | -3.2% | -3.1% |
| 30D | -13.8% | -10.3% | -3.5% | -10.1% |
| 3M | -30.9% | -0.7% | -30.2% | -30.9% |
| 6M | -40.9% | +24.8% | -65.8% | -46.3% |
| YTD | -48.5% | +11.5% | -60.0% | -52.4% |
| 1Y | -50.9% | +12.3% | -63.2% | -38.0% |
| All | -50.9% | +12.7% | -63.6% | -38.0% |
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