+111.9%
HAL vs ZM
-67.1%
+179.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.9% |
| 7D | -1.3% | +0.3% | -1.7% | -1.4% |
| 30D | +10.9% | -10.3% | +21.2% | +12.0% |
| 3M | -5.8% | -0.7% | -5.2% | -6.0% |
| 6M | +8.1% | +24.8% | -16.7% | +4.7% |
| YTD | +33.2% | +11.5% | +21.7% | +30.2% |
| 1Y | +74.2% | +12.3% | +61.8% | +69.8% |
| 3Y | -3.7% | +33.5% | -37.2% | -8.8% |
| 5Y | +111.9% | -67.5% | +179.4% | +90.2% |
| All | +111.9% | -67.1% | +179.0% | +90.2% |
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 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