+88.0%
HD vs ZM
+55.9%
+32.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.3% | -2.3% | +0.7% |
| 7D | -2.1% | +2.9% | -5.0% | -2.3% |
| 30D | -8.4% | +0.7% | -9.1% | -8.5% |
| 3M | +4.3% | -3.7% | +8.0% | +4.5% |
| 6M | -11.1% | +29.9% | -41.0% | -13.6% |
| YTD | -4.7% | +17.4% | -22.1% | -6.7% |
| 1Y | -19.8% | +22.4% | -42.2% | -21.9% |
| 3Y | +4.1% | +41.3% | -37.2% | -0.5% |
| 5Y | +10.3% | -66.0% | +76.3% | +8.6% |
| All | +88.0% | +55.9% | +32.1% | +73.3% |
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