-70.8%
OPEN vs ZM
-57.8%
-13.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.6% | -1.6% |
| 7D | -4.3% | +2.9% | -7.2% | -6.1% |
| 30D | -16.2% | +0.7% | -16.9% | -17.1% |
| 3M | -36.4% | -3.7% | -32.7% | -35.3% |
| 6M | -35.5% | +29.9% | -65.3% | -47.9% |
| YTD | -46.0% | +17.4% | -63.4% | -54.9% |
| 1Y | -47.1% | +22.4% | -69.5% | -56.8% |
| 3Y | -19.0% | +41.3% | -60.3% | -40.5% |
| 5Y | -83.6% | -66.0% | -17.5% | -77.0% |
| All | -70.8% | -57.8% | -13.0% | -57.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling