+12.8%
ZM vs HBM
+97.2%
-84.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | -5.7% | -3.3% | -2.4% | -5.6% |
| 30D | -9.1% | -4.8% | -4.3% | -9.0% |
| 3M | +3.5% | -0.4% | +3.9% | +3.9% |
| 6M | +25.7% | +17.9% | +7.8% | +26.5% |
| YTD | +10.8% | +33.7% | -23.0% | +10.3% |
| 1Y | +12.8% | +95.6% | -82.8% | +12.9% |
| All | +12.8% | +97.2% | -84.4% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling