+68.3%
HAL vs ZM
+21.7%
+46.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.8% | -0.7% |
| 7D | +2.9% | +2.9% | 0.0% | +2.9% |
| 30D | +17.0% | +0.7% | +16.4% | +16.9% |
| 3M | -9.7% | -3.7% | -6.0% | -9.8% |
| 6M | +8.6% | +29.9% | -21.2% | +8.0% |
| YTD | +33.0% | +17.4% | +15.6% | +31.9% |
| 1Y | +68.3% | +22.4% | +45.9% | +66.2% |
| All | +68.3% | +21.7% | +46.6% | +66.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling