+104.7%
UNH vs ZM
+48.4%
+56.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.8% | +5.8% | +1.0% |
| 7D | +1.1% | +1.6% | -0.5% | +1.1% |
| 30D | -1.5% | -7.7% | +6.2% | -1.5% |
| 3M | -0.8% | -4.7% | +3.8% | -0.8% |
| 6M | +41.8% | +24.4% | +17.4% | +41.3% |
| YTD | +23.1% | +11.8% | +11.3% | +22.8% |
| 1Y | +28.5% | +13.4% | +15.2% | +28.2% |
| 3Y | -11.8% | +33.8% | -45.6% | -12.1% |
| 5Y | +5.3% | -67.2% | +72.5% | +2.2% |
| All | +104.7% | +48.4% | +56.3% | +97.9% |
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 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