-42.6%
ZS vs ZM
+13.6%
-56.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -3.1% | -5.7% | +2.6% | +0.2% |
| 30D | -7.2% | -9.1% | +1.9% | -2.3% |
| 3M | +30.5% | +3.5% | +27.0% | +27.8% |
| 6M | +7.0% | +25.7% | -18.7% | -2.4% |
| YTD | -26.8% | +10.8% | -37.6% | -30.2% |
| 1Y | -42.6% | +12.8% | -55.4% | -45.5% |
| All | -42.6% | +13.6% | -56.2% | -45.5% |
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