+55.1%
ZM vs ARWR
+351.0%
-295.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +0.2% |
| 7D | +0.3% | -3.2% | +3.5% | +0.8% |
| 30D | -10.3% | -6.5% | -3.8% | -9.4% |
| 3M | -0.7% | +12.7% | -13.4% | -3.4% |
| 6M | +24.8% | +36.2% | -11.4% | +16.9% |
| YTD | +11.5% | +24.5% | -13.0% | +5.3% |
| 1Y | +12.3% | +198.0% | -185.6% | -10.2% |
| 3Y | +33.5% | +176.4% | -142.9% | -0.4% |
| 5Y | -67.5% | +26.6% | -94.0% | -73.5% |
| All | +55.1% | +351.0% | -295.9% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling