+77.5%
HUM vs ZM
+48.0%
+29.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.8% |
| 7D | -0.2% | +0.3% | -0.6% | -0.2% |
| 30D | +3.7% | -10.3% | +14.0% | +3.9% |
| 3M | +10.4% | -0.7% | +11.1% | +10.4% |
| 6M | +125.7% | +24.8% | +100.9% | +124.9% |
| YTD | +57.3% | +11.5% | +45.9% | +56.9% |
| 1Y | +48.6% | +12.3% | +36.3% | +48.1% |
| 3Y | -11.3% | +33.5% | -44.8% | -11.8% |
| 5Y | +0.8% | -67.5% | +68.3% | -2.5% |
| All | +77.5% | +48.0% | +29.5% | +63.7% |
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