+62.8%
HAL vs ZM
+12.1%
+50.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.1% | -2.8% |
| 7D | -3.3% | -2.7% | -0.5% | -3.2% |
| 30D | +7.2% | -10.0% | +17.2% | +7.4% |
| 3M | -8.8% | +1.6% | -10.4% | -8.9% |
| 6M | +3.0% | +25.0% | -22.0% | +2.1% |
| YTD | +29.4% | +10.6% | +18.8% | +28.2% |
| 1Y | +62.8% | +14.0% | +48.9% | +60.2% |
| All | +62.8% | +12.1% | +50.8% | +60.2% |
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