+33.1%
ZM vs SU
+120.0%
-86.8%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.3% | +0.1% |
| 7D | -5.7% | +2.2% | -7.9% | -6.0% |
| 30D | -9.1% | +8.4% | -17.5% | -10.2% |
| 3M | +3.5% | +12.1% | -8.6% | +1.5% |
| 6M | +25.7% | +19.7% | +6.0% | +21.8% |
| YTD | +10.8% | +58.4% | -47.7% | +2.2% |
| 1Y | +12.8% | +67.2% | -54.5% | +3.0% |
| 3Y | +33.1% | +125.0% | -91.9% | +16.1% |
| All | +33.1% | +120.0% | -86.8% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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