-32.8%
OPEN vs ZM
+58.3%
-91.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +7.9% | -3.7% | -1.0% |
| 7D | -31.1% | +6.8% | -37.9% | -34.0% |
| 30D | -34.7% | +0.1% | -34.8% | -34.8% |
| 3M | -61.9% | -7.5% | -54.3% | -60.1% |
| 6M | -71.9% | -8.4% | -63.4% | -70.6% |
| YTD | -76.6% | +13.7% | -90.2% | -80.3% |
| 1Y | -83.9% | +15.9% | -99.9% | -86.8% |
| All | -32.8% | +58.3% | -91.1% | -58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling