+63.4%
ZM vs URA
+365.6%
-302.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +3.1% |
| 7D | +2.9% | +1.1% | +1.9% | +2.7% |
| 30D | +0.7% | +7.4% | -6.7% | -0.9% |
| 3M | -3.7% | -8.4% | +4.7% | -2.4% |
| 6M | +29.9% | -12.7% | +42.6% | +31.8% |
| YTD | +17.4% | +7.8% | +9.6% | +12.6% |
| 1Y | +22.4% | +19.5% | +2.9% | +13.0% |
| 3Y | +41.3% | +116.4% | -75.1% | +7.9% |
| 5Y | -66.0% | +134.3% | -200.3% | -74.9% |
| All | +63.4% | +365.6% | -302.2% | +99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling