+63.4%
ZM vs HDB
-12.7%
+76.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.7% | +3.3% |
| 7D | +2.9% | +0.4% | +2.5% | +2.9% |
| 30D | +0.7% | -2.8% | +3.5% | +0.9% |
| 3M | -3.7% | -3.5% | -0.2% | -3.6% |
| 6M | +29.9% | -24.7% | +54.6% | +32.7% |
| YTD | +17.4% | -36.6% | +54.0% | +21.8% |
| 1Y | +22.4% | -34.4% | +56.8% | +26.5% |
| 3Y | +41.3% | -24.4% | +65.7% | +43.4% |
| 5Y | -66.0% | -35.4% | -30.7% | -66.8% |
| All | +63.4% | -12.7% | +76.1% | +102.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling