+14.0%
ZM vs UTHR
+24.4%
-10.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.8% |
| 7D | -2.7% | +2.8% | -5.5% | -2.5% |
| 30D | -10.0% | -2.3% | -7.7% | -10.1% |
| 3M | +1.6% | -7.4% | +9.0% | +1.1% |
| 6M | +25.0% | -6.0% | +30.9% | +23.9% |
| YTD | +10.6% | +3.4% | +7.2% | +11.7% |
| 1Y | +14.0% | +27.1% | -13.1% | +19.6% |
| All | +14.0% | +24.4% | -10.5% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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