+61.0%
ZM vs HDB
-2.7%
+63.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.7% | +2.1% |
| 7D | +11.0% | +2.7% | +8.3% | +10.8% |
| 30D | +5.6% | +14.1% | -8.5% | +4.5% |
| 3M | -9.1% | +11.8% | -21.0% | -10.0% |
| 6M | -2.6% | +8.2% | -10.7% | -3.4% |
| YTD | +15.7% | -29.3% | +45.0% | +18.8% |
| 1Y | +18.8% | -28.8% | +47.5% | +21.9% |
| 3Y | +62.2% | -7.5% | +69.6% | +62.0% |
| 5Y | -60.9% | -23.1% | -37.8% | -61.7% |
| All | +61.0% | -2.7% | +63.7% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling