-67.4%
ZM vs HDB
-37.6%
-29.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.0% | -1.8% | -3.9% |
| 7D | +1.6% | -2.0% | +3.7% | +2.3% |
| 30D | -7.7% | -4.9% | -2.8% | -6.3% |
| 3M | -4.7% | -2.3% | -2.4% | -4.8% |
| 6M | +24.4% | -23.7% | +48.2% | +35.1% |
| YTD | +11.8% | -38.5% | +50.2% | +31.4% |
| 1Y | +13.4% | -36.5% | +49.8% | +31.1% |
| 3Y | +33.8% | -28.5% | +62.3% | +43.3% |
| All | -67.4% | -37.6% | -29.8% | -65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling