-83.9%
OPEN vs ZM
+15.8%
-99.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +7.9% | -3.7% | +1.9% |
| 7D | -31.1% | +6.8% | -37.9% | -32.4% |
| 30D | -34.7% | +0.1% | -34.8% | -34.8% |
| 3M | -61.9% | -7.5% | -54.3% | -61.3% |
| 6M | -71.9% | -8.4% | -63.4% | -71.7% |
| YTD | -76.6% | +13.7% | -90.2% | -76.9% |
| 1Y | -83.9% | +15.9% | -99.9% | -84.2% |
| All | -83.9% | +15.8% | -99.7% | -84.2% |
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