-67.1%
ZM vs WU
-51.3%
-15.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | -5.7% | -3.5% | -2.2% | -4.6% |
| 30D | -9.1% | -2.9% | -6.2% | -8.2% |
| 3M | +3.5% | -2.3% | +5.8% | +2.3% |
| 6M | +25.7% | -25.4% | +51.0% | +36.6% |
| YTD | +10.8% | -21.2% | +32.0% | +17.9% |
| 1Y | +12.8% | -8.9% | +21.6% | +13.1% |
| 3Y | +33.1% | -29.0% | +62.1% | +43.1% |
| All | -67.1% | -51.3% | -15.7% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling