+22.4%
ZM vs SEI
+105.8%
-83.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.4% | -0.2% | +3.3% |
| 7D | +2.9% | +10.2% | -7.3% | +3.0% |
| 30D | +0.7% | -1.0% | +1.7% | +0.6% |
| 3M | -3.7% | -27.9% | +24.2% | -4.1% |
| 6M | +29.9% | +10.4% | +19.5% | +27.6% |
| YTD | +17.4% | +20.1% | -2.7% | +15.2% |
| 1Y | +22.4% | +109.7% | -87.3% | +25.8% |
| All | +22.4% | +105.8% | -83.4% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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