+63.4%
ZM vs SUI
+26.8%
+36.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.6% | +3.3% |
| 7D | +2.9% | -2.8% | +5.8% | +3.6% |
| 30D | +0.7% | -1.2% | +1.9% | +0.8% |
| 3M | -3.7% | -1.7% | -1.9% | -3.5% |
| 6M | +29.9% | -10.5% | +40.3% | +32.6% |
| YTD | +17.4% | -1.8% | +19.3% | +17.1% |
| 1Y | +22.4% | -4.1% | +26.5% | +22.6% |
| 3Y | +41.3% | +11.3% | +30.0% | +35.0% |
| 5Y | -66.0% | -32.1% | -33.9% | -65.8% |
| All | +63.4% | +26.8% | +36.6% | +58.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling