+29.0%
UPS vs ZM
+21.7%
+7.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.3% | -4.4% | -1.3% |
| 7D | -2.9% | +2.9% | -5.8% | -3.0% |
| 30D | -3.5% | +0.7% | -4.2% | -3.6% |
| 3M | -5.7% | -3.7% | -2.0% | -5.5% |
| 6M | -4.4% | +29.9% | -34.2% | -5.1% |
| YTD | +8.0% | +17.4% | -9.4% | +7.4% |
| 1Y | +29.0% | +22.4% | +6.6% | +28.1% |
| All | +29.0% | +21.7% | +7.3% | +28.1% |
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