+55.1%
ZM vs SU
+177.0%
-121.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -1.9% | -0.2% |
| 7D | +0.3% | +1.6% | -1.2% | +0.4% |
| 30D | -10.3% | +10.7% | -21.0% | -9.9% |
| 3M | -0.7% | +13.5% | -14.2% | -0.1% |
| 6M | +24.8% | +21.8% | +3.0% | +26.0% |
| YTD | +11.5% | +58.8% | -47.4% | +14.0% |
| 1Y | +12.3% | +72.0% | -59.7% | +15.3% |
| 3Y | +33.5% | +121.7% | -88.2% | +39.5% |
| 5Y | -67.5% | +350.4% | -417.9% | -61.3% |
| All | +55.1% | +177.0% | -121.9% | +173.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling