+88.9%
DHR vs ZM
+48.4%
+40.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.8% | +3.7% | -0.6% |
| 7D | -0.8% | +1.6% | -2.4% | -1.0% |
| 30D | +0.2% | -7.7% | +7.9% | +1.1% |
| 3M | +12.1% | -4.7% | +16.7% | +12.4% |
| 6M | +5.4% | +24.4% | -19.0% | +1.7% |
| YTD | -10.0% | +11.8% | -21.7% | -12.2% |
| 1Y | +4.1% | +13.4% | -9.3% | +1.2% |
| 3Y | -5.2% | +33.8% | -39.0% | -10.6% |
| 5Y | -28.2% | -67.2% | +38.9% | -25.8% |
| All | +88.9% | +48.4% | +40.5% | +80.4% |
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