+37.5%
ZM vs HAS
+44.6%
-7.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.8% | +3.3% |
| 7D | +2.9% | -1.8% | +4.8% | +3.3% |
| 30D | +0.7% | +2.3% | -1.6% | +0.2% |
| 3M | -3.7% | +10.4% | -14.1% | -5.8% |
| 6M | +29.9% | -3.2% | +33.1% | +29.9% |
| YTD | +17.4% | +15.4% | +2.0% | +12.0% |
| 1Y | +22.4% | +18.8% | +3.6% | +15.8% |
| All | +37.5% | +44.6% | -7.1% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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