+101.2%
HD vs ZM
+38.3%
+62.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -1.9% |
| 7D | +4.3% | -5.9% | +10.2% | +4.8% |
| 30D | +20.2% | -5.2% | +25.4% | +20.6% |
| 3M | -1.0% | -11.3% | +10.3% | -0.2% |
| 6M | +7.9% | -14.5% | +22.4% | +8.8% |
| YTD | +2.0% | +4.2% | -2.2% | +0.7% |
| 1Y | -4.3% | +9.3% | -13.6% | -6.0% |
| 3Y | +25.9% | +45.4% | -19.5% | +20.0% |
| 5Y | +5.8% | -66.0% | +71.9% | +4.9% |
| All | +101.2% | +38.3% | +62.9% | +87.1% |
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