-4.5%
UPS vs ZM
+61.1%
-65.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.3% | +1.6% |
| 7D | +3.8% | +11.0% | -7.3% | +2.5% |
| 30D | +17.4% | +5.6% | +11.7% | +16.4% |
| 3M | +8.2% | -9.1% | +17.3% | +9.2% |
| 6M | +17.9% | -2.6% | +20.5% | +17.7% |
| YTD | +18.7% | +15.7% | +3.0% | +14.7% |
| 1Y | +24.8% | +18.8% | +6.1% | +19.9% |
| 3Y | -4.5% | +62.2% | -66.7% | -13.8% |
| All | -4.5% | +61.1% | -65.6% | -13.8% |
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