+45.3%
HON vs ZM
+48.4%
-3.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.8% | +4.2% | -0.6% |
| 7D | -0.8% | +1.6% | -2.5% | -0.9% |
| 30D | -15.2% | -7.7% | -7.5% | -15.1% |
| 3M | -6.0% | -4.7% | -1.3% | -5.9% |
| 6M | -14.9% | +24.4% | -39.3% | -15.3% |
| YTD | +3.2% | +11.8% | -8.6% | +2.8% |
| 1Y | 0.0% | +13.4% | -13.3% | -0.4% |
| 3Y | +21.5% | +33.8% | -12.4% | +20.6% |
| 5Y | +4.0% | -67.2% | +71.2% | -4.0% |
| All | +45.3% | +48.4% | -3.1% | +41.1% |
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