+224.7%
HPE vs ZM
+61.1%
+163.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.9% | -4.4% |
| 7D | +7.9% | +11.0% | -3.2% | +4.6% |
| 30D | -23.5% | +5.6% | -29.1% | -24.6% |
| 3M | -19.1% | -9.1% | -9.9% | -17.3% |
| 6M | +51.4% | -2.6% | +54.0% | +51.5% |
| YTD | +103.4% | +15.7% | +87.8% | +93.1% |
| 1Y | +114.4% | +18.8% | +95.6% | +101.5% |
| 3Y | +224.7% | +62.2% | +162.5% | +188.4% |
| All | +224.7% | +61.1% | +163.6% | +188.4% |
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