-66.2%
ZM vs HAS
+13.4%
-79.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.8% | +3.4% |
| 7D | +2.9% | -1.8% | +4.8% | +3.6% |
| 30D | +0.7% | +2.3% | -1.6% | -0.2% |
| 3M | -3.7% | +10.4% | -14.1% | -7.4% |
| 6M | +29.9% | -3.2% | +33.1% | +29.6% |
| YTD | +17.4% | +15.4% | +2.0% | +8.7% |
| 1Y | +22.4% | +18.8% | +3.6% | +11.8% |
| 3Y | +41.3% | +43.9% | -2.6% | +16.7% |
| All | -66.2% | +13.4% | -79.6% | -67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling