+32.6%
UNP vs ZM
+21.7%
+10.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | +0.2% |
| 7D | -5.3% | +2.9% | -8.3% | -5.3% |
| 30D | -1.5% | +0.7% | -2.2% | -1.5% |
| 3M | +10.3% | -3.7% | +13.9% | +10.1% |
| 6M | +9.7% | +29.9% | -20.2% | +9.5% |
| YTD | +27.1% | +17.4% | +9.7% | +26.5% |
| 1Y | +32.6% | +22.4% | +10.2% | +30.6% |
| All | +32.6% | +21.7% | +10.9% | +30.6% |
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