+63.2%
DHI vs ZM
-68.2%
+131.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -3.4% | -5.7% | +2.3% | -2.2% |
| 30D | -5.4% | -9.1% | +3.7% | -3.7% |
| 3M | -10.4% | +3.5% | -14.0% | -11.5% |
| 6M | -2.8% | +25.7% | -28.4% | -9.3% |
| YTD | -3.4% | +10.8% | -14.2% | -7.9% |
| 1Y | -22.9% | +12.8% | -35.7% | -27.1% |
| 3Y | +20.7% | +33.1% | -12.5% | +6.5% |
| All | +63.2% | -68.2% | +131.4% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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