-36.7%
ZS vs ZM
+21.7%
-58.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.3% | -7.7% | -6.3% |
| 7D | -7.8% | +2.9% | -10.8% | -9.5% |
| 30D | +5.0% | +0.7% | +4.4% | +4.5% |
| 3M | +25.5% | -3.7% | +29.2% | +27.5% |
| 6M | +8.7% | +29.9% | -21.2% | -3.5% |
| YTD | -24.5% | +17.4% | -41.9% | -30.4% |
| 1Y | -36.7% | +22.4% | -59.1% | -42.5% |
| All | -36.7% | +21.7% | -58.4% | -42.5% |
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