+27.5%
UAL vs ZM
+8.0%
+19.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | 0.0% | +8.0% | +8.0% |
| 7D | +11.9% | -8.4% | +20.3% | +12.8% |
| 30D | +5.2% | -1.9% | +7.1% | +5.4% |
| 3M | -12.7% | -10.1% | -2.6% | -12.1% |
| 6M | +28.5% | -13.9% | +42.4% | +29.5% |
| YTD | +3.5% | +6.4% | -2.9% | +2.0% |
| 1Y | +27.5% | +9.6% | +18.0% | +24.3% |
| All | +27.5% | +8.0% | +19.5% | +24.3% |
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