+45.4%
ZM vs ARWR
+105.6%
-60.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +1.1% |
| 7D | -5.9% | -2.9% | -3.0% | -5.7% |
| 30D | -5.2% | -5.4% | +0.2% | -4.8% |
| 3M | -11.3% | -32.2% | +21.0% | -9.1% |
| 6M | -14.5% | -26.5% | +12.0% | -13.3% |
| YTD | +4.2% | -12.4% | +16.6% | +3.6% |
| 1Y | +9.3% | +46.9% | -37.6% | +2.9% |
| 3Y | +45.4% | +116.0% | -70.6% | +24.6% |
| All | +45.4% | +105.6% | -60.2% | +24.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling