+18.8%
ZM vs URI
+31.9%
-13.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.2% |
| 7D | +11.0% | +6.7% | +4.3% | +10.9% |
| 30D | +5.6% | +8.9% | -3.2% | +5.6% |
| 3M | -9.1% | +0.5% | -9.7% | -9.3% |
| 6M | -2.6% | +20.7% | -23.2% | -2.9% |
| YTD | +15.7% | +40.0% | -24.4% | +13.9% |
| 1Y | +18.8% | +34.4% | -15.6% | +18.5% |
| All | +18.8% | +31.9% | -13.2% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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