+58.8%
ZM vs SUI
+17.1%
+41.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | +10.0% | -3.8% | +13.8% | +10.4% |
| 30D | -0.5% | +3.9% | -4.4% | -1.1% |
| 3M | -7.1% | +0.2% | -7.3% | -7.3% |
| 6M | -5.1% | -4.2% | -0.9% | -4.7% |
| YTD | +13.2% | -2.5% | +15.8% | +12.5% |
| 1Y | +15.3% | -4.0% | +19.4% | +15.0% |
| All | +58.8% | +17.1% | +41.7% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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