+40.0%
PATH vs ZM
+21.7%
+18.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +3.3% | -19.9% | -18.8% |
| 7D | -16.3% | +2.9% | -19.3% | -18.4% |
| 30D | +9.9% | +0.7% | +9.2% | +8.8% |
| 3M | +30.2% | -3.7% | +33.9% | +32.1% |
| 6M | +37.2% | +29.9% | +7.3% | +14.5% |
| YTD | -7.3% | +17.4% | -24.8% | -18.2% |
| 1Y | +40.0% | +22.4% | +17.6% | +19.9% |
| All | +40.0% | +21.7% | +18.3% | +19.9% |
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