-2.6%
ZM vs SPXU
-6.1%
+3.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.9% | +2.6% |
| 7D | +11.0% | -7.6% | +18.6% | +8.2% |
| 30D | +5.6% | +5.3% | +0.3% | +8.7% |
| 3M | -9.1% | +9.6% | -18.8% | -5.2% |
| 6M | -2.6% | -4.5% | +2.0% | -0.2% |
| All | -2.6% | -6.1% | +3.5% | -0.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling