+21.6%
PATH vs ZM
-17.0%
+38.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.3% | -0.4% | -1.1% |
| 7D | -5.6% | -9.1% | +3.5% | +1.7% |
| 30D | -0.7% | -5.7% | +5.0% | +3.8% |
| 3M | -5.9% | -11.7% | +5.9% | +3.2% |
| 6M | +21.6% | -18.6% | +40.2% | +38.9% |
| All | +21.6% | -17.0% | +38.6% | +38.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling