+216.5%
DHI vs ZM
+46.9%
+169.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.3% |
| 7D | -6.1% | -2.7% | -3.4% | -5.8% |
| 30D | -10.1% | -10.0% | -0.1% | -9.1% |
| 3M | -7.3% | +1.6% | -8.9% | -7.7% |
| 6M | -6.1% | +25.0% | -31.1% | -9.1% |
| YTD | -5.0% | +10.6% | -15.7% | -7.1% |
| 1Y | -22.1% | +14.0% | -36.1% | -24.1% |
| 3Y | +19.2% | +32.5% | -13.2% | +13.1% |
| 5Y | +59.4% | -68.3% | +127.7% | +58.5% |
| All | +216.5% | +46.9% | +169.6% | +227.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling