-62.2%
ZM vs HBM
+194.0%
-256.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.3% | +2.3% |
| 7D | +11.0% | +2.2% | +8.8% | +10.6% |
| 30D | +5.6% | -11.8% | +17.4% | +7.5% |
| 3M | -9.1% | -19.2% | +10.1% | -6.6% |
| 6M | -2.6% | -22.9% | +20.3% | 0.0% |
| YTD | +15.7% | +7.8% | +7.9% | +10.0% |
| 1Y | +18.8% | +34.9% | -16.2% | +8.2% |
| 3Y | +62.2% | +422.2% | -360.0% | +7.8% |
| All | -62.2% | +194.0% | -256.2% | -71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling