+250.7%
HOOD vs ZM
-73.1%
+323.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.3% | -5.3% | -4.3% |
| 7D | +17.1% | +2.9% | +14.2% | +14.9% |
| 30D | +31.6% | +0.7% | +30.9% | +30.6% |
| 3M | +38.2% | -3.7% | +41.9% | +39.8% |
| 6M | +48.5% | +29.9% | +18.7% | +17.0% |
| YTD | +8.0% | +17.4% | -9.5% | -10.3% |
| 1Y | +18.7% | +22.4% | -3.7% | -5.0% |
| 3Y | +999.1% | +41.3% | +957.8% | +679.4% |
| 5Y | +181.7% | -66.0% | +247.7% | +417.0% |
| All | +250.7% | -73.1% | +323.7% | +968.9% |
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