+82.2%
UBER vs ZM
+33.7%
+48.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.5% | -1.1% |
| 7D | -3.9% | +2.9% | -6.8% | -4.6% |
| 30D | +11.1% | +0.7% | +10.4% | +10.7% |
| 3M | +4.9% | -3.7% | +8.6% | +5.4% |
| 6M | -1.2% | +29.9% | -31.0% | -8.4% |
| YTD | -7.3% | +17.4% | -24.7% | -12.7% |
| 1Y | -17.6% | +22.4% | -40.0% | -23.5% |
| 3Y | +61.1% | +41.3% | +19.8% | +42.2% |
| 5Y | +87.9% | -66.0% | +153.9% | +101.8% |
| All | +82.2% | +33.7% | +48.5% | +54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling