+246.3%
HPE vs ZM
+33.4%
+213.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.7% | -5.5% | -6.1% |
| 7D | +1.4% | -2.7% | +4.2% | +2.0% |
| 30D | +1.5% | -10.0% | +11.5% | +4.0% |
| 3M | +21.7% | +1.6% | +20.1% | +20.1% |
| 6M | +164.2% | +25.0% | +139.2% | +146.3% |
| YTD | +132.1% | +10.6% | +121.4% | +122.5% |
| 1Y | +130.6% | +14.0% | +116.7% | +118.6% |
| All | +246.3% | +33.4% | +213.0% | +212.5% |
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