-71.0%
SMR vs ZM
+13.5%
-84.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.8% | -5.4% |
| 7D | +4.7% | -2.7% | +7.4% | +5.0% |
| 30D | +3.2% | -10.0% | +13.2% | +5.3% |
| 3M | +9.9% | +1.6% | +8.3% | +9.4% |
| 6M | -15.1% | +25.0% | -40.1% | -20.5% |
| YTD | -27.9% | +10.6% | -38.6% | -30.8% |
| All | -71.0% | +13.5% | -84.5% | -70.2% |
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