+54.1%
ZM vs UUUU
+309.8%
-255.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.6% |
| 7D | -5.7% | -10.5% | +4.8% | -4.6% |
| 30D | -9.1% | -10.5% | +1.4% | -8.2% |
| 3M | +3.5% | -14.1% | +17.6% | +4.6% |
| 6M | +25.7% | -35.5% | +61.1% | +29.6% |
| YTD | +10.8% | -10.9% | +21.7% | +8.7% |
| 1Y | +12.8% | +3.4% | +9.4% | +6.7% |
| 3Y | +33.1% | +73.1% | -40.0% | +13.1% |
| 5Y | -68.3% | +87.1% | -155.4% | -73.9% |
| All | +54.1% | +309.8% | -255.7% | +49.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling