+76.2%
UBER vs ZM
-67.1%
+143.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.7% |
| 7D | -7.0% | +0.3% | -7.4% | -7.2% |
| 30D | -8.9% | -10.3% | +1.4% | -5.1% |
| 3M | +1.0% | -0.7% | +1.7% | +0.5% |
| 6M | -3.7% | +24.8% | -28.5% | -14.8% |
| YTD | -13.0% | +11.5% | -24.5% | -20.6% |
| 1Y | -25.5% | +12.3% | -37.9% | -32.7% |
| 3Y | +50.5% | +33.5% | +17.0% | +20.2% |
| 5Y | +76.2% | -67.5% | +143.7% | +126.5% |
| All | +76.2% | -67.1% | +143.2% | +126.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling