+992.6%
HOOD vs ZM
+30.9%
+961.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.8% | +0.9% | -1.3% |
| 7D | +13.4% | +1.6% | +11.7% | +12.5% |
| 30D | +25.8% | -7.7% | +33.5% | +31.2% |
| 3M | +38.0% | -4.7% | +42.6% | +40.5% |
| 6M | +52.2% | +24.4% | +27.8% | +26.1% |
| YTD | +3.7% | +11.8% | -8.0% | -9.2% |
| 1Y | +0.1% | +13.4% | -13.3% | -13.9% |
| 3Y | +992.6% | +33.8% | +958.7% | +695.5% |
| All | +992.6% | +30.9% | +961.7% | +695.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling