+58.2%
ZM vs HDB
-2.0%
+60.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.2% | +7.7% | +7.9% |
| 7D | +6.8% | +6.9% | -0.2% | +6.2% |
| 30D | +0.1% | +15.2% | -15.1% | -1.0% |
| 3M | -7.5% | +11.7% | -19.2% | -8.4% |
| 6M | -8.4% | +7.5% | -16.0% | -9.2% |
| YTD | +13.7% | -28.8% | +42.5% | +16.7% |
| 1Y | +15.9% | -29.1% | +45.0% | +19.1% |
| 3Y | +58.0% | -7.0% | +65.1% | +57.8% |
| 5Y | -60.4% | -22.1% | -38.3% | -61.2% |
| All | +58.2% | -2.0% | +60.2% | +94.0% |
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