+1,617.9%
HWM vs ZM
+55.9%
+1,562.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.3% | -3.7% | -0.4% |
| 7D | -2.1% | +2.9% | -5.1% | -2.1% |
| 30D | -11.0% | +0.7% | -11.7% | -11.0% |
| 3M | +4.0% | -3.7% | +7.7% | +4.1% |
| 6M | -0.2% | +29.9% | -30.1% | 0.0% |
| YTD | +26.7% | +17.4% | +9.2% | +26.9% |
| 1Y | +44.7% | +22.4% | +22.3% | +45.0% |
| 3Y | +426.1% | +41.3% | +384.8% | +427.4% |
| 5Y | +738.5% | -66.0% | +804.5% | +627.2% |
| All | +1,617.9% | +55.9% | +1,562.0% | +1,560.3% |
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