+1.9%
HON vs ZM
-67.8%
+69.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.2% |
| 7D | -2.6% | -2.7% | +0.1% | -2.3% |
| 30D | -11.9% | -10.0% | -1.9% | -10.8% |
| 3M | -6.1% | +1.6% | -7.7% | -6.6% |
| 6M | -19.2% | +25.0% | -44.2% | -22.5% |
| YTD | +0.2% | +10.6% | -10.5% | -2.7% |
| 1Y | -1.5% | +14.0% | -15.4% | -4.9% |
| 3Y | +17.9% | +32.5% | -14.5% | +9.9% |
| 5Y | +1.9% | -68.3% | +70.3% | +4.0% |
| All | +1.9% | -67.8% | +69.8% | +4.0% |
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