-62.2%
ZM vs SPXU
-83.3%
+21.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.9% | +2.7% |
| 7D | +11.0% | -7.6% | +18.6% | +7.6% |
| 30D | +5.6% | +5.3% | +0.3% | +9.2% |
| 3M | -9.1% | +9.6% | -18.8% | -3.9% |
| 6M | -2.6% | -4.5% | +2.0% | -2.0% |
| YTD | +15.7% | -25.9% | +41.5% | +5.8% |
| 1Y | +18.8% | -28.9% | +47.6% | +7.0% |
| 3Y | +62.2% | -80.5% | +142.6% | -13.2% |
| All | -62.2% | -83.3% | +21.1% | -77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling