+18.8%
ZM vs URA
-29.3%
+48.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.8% | +2.4% |
| 7D | +11.0% | -1.5% | +12.6% | +11.3% |
| 30D | +5.6% | -10.4% | +16.1% | +7.0% |
| 3M | -9.1% | -29.6% | +20.5% | -6.2% |
| 6M | -2.6% | -40.3% | +37.7% | +2.0% |
| YTD | +15.7% | -25.5% | +41.1% | +16.1% |
| 1Y | +18.8% | -26.4% | +45.2% | +19.5% |
| All | +18.8% | -29.3% | +48.1% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling