+62.0%
ZETA vs ZM
+12.1%
+50.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.9% |
| 7D | -6.5% | -2.7% | -3.8% | -5.1% |
| 30D | +4.8% | -10.0% | +14.8% | +11.5% |
| 3M | +53.3% | +1.6% | +51.7% | +50.4% |
| 6M | +66.8% | +25.0% | +41.8% | +42.8% |
| YTD | +50.2% | +10.6% | +39.5% | +37.0% |
| 1Y | +62.0% | +14.0% | +48.1% | +46.4% |
| All | +62.0% | +12.1% | +50.0% | +46.4% |
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