+97.0%
HPQ vs ZM
+48.4%
+48.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.8% | +0.3% | -4.0% |
| 7D | -0.5% | +1.6% | -2.1% | -0.6% |
| 30D | +3.7% | -7.7% | +11.4% | +4.5% |
| 3M | +24.3% | -4.7% | +29.0% | +24.7% |
| 6M | +64.8% | +24.4% | +40.3% | +61.5% |
| YTD | +43.9% | +11.8% | +32.1% | +42.1% |
| 1Y | +11.7% | +13.4% | -1.7% | +10.0% |
| 3Y | +19.7% | +33.8% | -14.2% | +15.8% |
| 5Y | +32.2% | -67.2% | +99.4% | +26.9% |
| All | +97.0% | +48.4% | +48.6% | +68.2% |
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