+45.6%
UNP vs ZM
+34.7%
+10.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.8% | +4.4% | 0.0% |
| 7D | -0.7% | +1.6% | -2.4% | -0.9% |
| 30D | -1.1% | -7.7% | +6.6% | -0.5% |
| 3M | +7.9% | -4.7% | +12.5% | +8.2% |
| 6M | +14.6% | +24.4% | -9.8% | +10.5% |
| YTD | +26.6% | +11.8% | +14.8% | +23.2% |
| 1Y | +35.6% | +13.4% | +22.2% | +31.3% |
| All | +45.6% | +34.7% | +10.9% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling