-25.8%
PATH vs ZM
+49.8%
-75.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.5% |
| 7D | -2.3% | -1.0% | -1.3% | -1.6% |
| 30D | -4.8% | -7.0% | +2.2% | +0.2% |
| 3M | -17.7% | -15.2% | -2.5% | -7.8% |
| 6M | +18.9% | -16.8% | +35.7% | +34.5% |
| YTD | -21.7% | +5.4% | -27.1% | -26.7% |
| 1Y | -9.6% | +9.3% | -19.0% | -17.9% |
| 3Y | -25.8% | +46.5% | -72.3% | -47.1% |
| All | -25.8% | +49.8% | -75.7% | -47.1% |
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