+55.1%
ZM vs UUUU
+360.4%
-305.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +0.3% | +1.8% | -1.5% | +0.1% |
| 30D | -10.3% | +1.8% | -12.1% | -10.6% |
| 3M | -0.7% | +1.3% | -1.9% | -1.3% |
| 6M | +24.8% | -26.8% | +51.6% | +27.1% |
| YTD | +11.5% | +0.1% | +11.4% | +8.1% |
| 1Y | +12.3% | +11.2% | +1.1% | +5.6% |
| 3Y | +33.5% | +97.7% | -64.2% | +11.9% |
| 5Y | -67.5% | +127.3% | -194.8% | -73.7% |
| All | +55.1% | +360.4% | -305.3% | +49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling