+22.4%
ZM vs UUUU
+27.9%
-5.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.4% | +3.2% |
| 7D | +2.9% | -1.4% | +4.3% | +3.0% |
| 30D | +0.7% | +16.3% | -15.6% | 0.0% |
| 3M | -3.7% | -16.7% | +13.0% | -3.2% |
| 6M | +29.9% | -33.7% | +63.5% | +30.9% |
| YTD | +17.4% | -0.5% | +17.9% | +16.3% |
| 1Y | +22.4% | +28.9% | -6.5% | +15.1% |
| All | +22.4% | +27.9% | -5.5% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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