+9.0%
HCA vs ZM
+8.0%
+1.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | 0.0% | +10.3% | +10.3% |
| 7D | +10.2% | -8.4% | +18.6% | +10.1% |
| 30D | +17.4% | -1.9% | +19.3% | +17.4% |
| 3M | +27.7% | -10.1% | +37.7% | +27.6% |
| 6M | +20.0% | -13.9% | +33.9% | +19.5% |
| YTD | +10.0% | +6.4% | +3.5% | +8.7% |
| 1Y | +9.0% | +9.6% | -0.5% | +7.2% |
| All | +9.0% | +8.0% | +1.0% | +7.2% |
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