+11.1%
RDW vs ZM
+8.0%
+3.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | -14.3% | -8.4% | -5.9% | -14.2% |
| 30D | -26.0% | -1.9% | -24.1% | -25.8% |
| 3M | -27.4% | -10.1% | -17.3% | -27.5% |
| 6M | -10.6% | -13.9% | +3.2% | -10.9% |
| YTD | +1.6% | +6.4% | -4.9% | -1.1% |
| 1Y | +11.1% | +9.6% | +1.5% | +7.8% |
| All | +11.1% | +8.0% | +3.0% | +7.8% |
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