+0.6%
ZS vs ZM
+34.4%
-33.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.8% | +2.7% |
| 7D | -3.8% | +0.3% | -4.2% | -4.1% |
| 30D | -6.0% | -10.3% | +4.3% | -0.1% |
| 3M | +32.0% | -0.7% | +32.7% | +32.0% |
| 6M | +2.1% | +24.8% | -22.7% | -9.4% |
| YTD | -26.2% | +11.5% | -37.6% | -31.3% |
| 1Y | -41.2% | +12.3% | -53.5% | -45.6% |
| All | +0.6% | +34.4% | -33.7% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling