+10.1%
UNH vs ZM
+13.6%
-3.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -4.5% | -5.7% | +1.1% | -4.2% |
| 30D | -6.5% | -9.1% | +2.6% | -6.0% |
| 3M | -6.0% | +3.5% | -9.5% | -6.7% |
| 6M | +33.7% | +25.7% | +8.0% | +29.0% |
| YTD | +16.4% | +10.8% | +5.6% | +13.9% |
| 1Y | +10.1% | +12.8% | -2.7% | +5.9% |
| All | +10.1% | +13.6% | -3.6% | +5.9% |
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