+45.9%
HLT vs ZM
+8.0%
+37.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +7.7% | -8.4% | +16.1% | +7.5% |
| 30D | +19.1% | -1.9% | +21.0% | +19.1% |
| 3M | +20.7% | -10.1% | +30.8% | +20.5% |
| 6M | +21.0% | -13.9% | +34.9% | +20.8% |
| YTD | +31.3% | +6.4% | +24.8% | +30.5% |
| 1Y | +45.9% | +9.6% | +36.3% | +43.1% |
| All | +45.9% | +8.0% | +37.8% | +43.1% |
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 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