-81.1%
PATH vs ZM
-72.0%
-9.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.3% | -0.4% | -1.1% |
| 7D | -5.6% | -9.1% | +3.5% | +1.6% |
| 30D | -0.7% | -5.7% | +5.0% | +3.8% |
| 3M | -5.9% | -11.7% | +5.9% | +3.0% |
| 6M | +21.6% | -18.6% | +40.2% | +41.2% |
| YTD | -20.6% | +2.9% | -23.6% | -25.0% |
| 1Y | -10.6% | +6.3% | -16.9% | -17.8% |
| 3Y | -24.9% | +41.0% | -65.9% | -45.5% |
| 5Y | -76.8% | -66.4% | -10.4% | -61.2% |
| All | -81.1% | -72.0% | -9.2% | -69.3% |
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