+54.1%
ZM vs SIRI
-40.4%
+94.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | -5.7% | +0.6% | -6.2% | -5.7% |
| 30D | -9.1% | +2.5% | -11.6% | -9.4% |
| 3M | +3.5% | +6.6% | -3.1% | +2.5% |
| 6M | +25.7% | +32.9% | -7.2% | +20.8% |
| YTD | +10.8% | +50.5% | -39.7% | +4.4% |
| 1Y | +12.8% | +28.0% | -15.2% | +8.4% |
| 3Y | +33.1% | -22.4% | +55.5% | +32.1% |
| 5Y | -68.3% | -41.3% | -27.0% | -67.8% |
| All | +54.1% | -40.4% | +94.5% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling