-65.4%
ZM vs SUI
-26.3%
-39.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.7% |
| 7D | -5.9% | +6.2% | -12.1% | -8.2% |
| 30D | -5.2% | +8.6% | -13.7% | -8.6% |
| 3M | -11.3% | +1.0% | -12.3% | -12.2% |
| 6M | -14.5% | -2.6% | -11.9% | -14.3% |
| YTD | +4.2% | -0.1% | +4.3% | +2.2% |
| 1Y | +9.3% | +0.5% | +8.8% | +6.8% |
| 3Y | +45.4% | +15.3% | +30.1% | +26.2% |
| All | -65.4% | -26.3% | -39.1% | -61.7% |
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