-62.2%
ZM vs SUI
-26.4%
-35.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.8% |
| 7D | +11.0% | -1.5% | +12.5% | +11.6% |
| 30D | +5.6% | +3.7% | +1.9% | +3.6% |
| 3M | -9.1% | -0.4% | -8.7% | -9.6% |
| 6M | -2.6% | -2.8% | +0.2% | -2.4% |
| YTD | +15.7% | -1.6% | +17.3% | +14.1% |
| 1Y | +18.8% | -2.1% | +20.8% | +17.3% |
| 3Y | +62.2% | +18.5% | +43.7% | +37.5% |
| All | -62.2% | -26.4% | -35.7% | -58.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling