-68.3%
ZM vs SYY
+20.0%
-88.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -1.0% |
| 7D | -2.7% | +1.5% | -4.2% | -3.1% |
| 30D | -10.0% | -2.3% | -7.7% | -9.5% |
| 3M | +1.6% | +5.5% | -3.9% | -0.2% |
| 6M | +25.0% | -1.0% | +25.9% | +24.4% |
| YTD | +10.6% | +14.1% | -3.5% | +3.7% |
| 1Y | +14.0% | +5.6% | +8.4% | +10.1% |
| 3Y | +32.5% | +27.9% | +4.6% | +14.5% |
| 5Y | -68.3% | +22.7% | -91.1% | -71.1% |
| All | -68.3% | +20.0% | -88.3% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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