+57.6%
ZM vs HDB
-3.2%
+60.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.3% |
| 7D | +10.0% | +4.1% | +5.9% | +9.6% |
| 30D | -0.5% | +13.0% | -13.4% | -1.5% |
| 3M | -7.1% | +11.3% | -18.3% | -7.9% |
| 6M | -5.1% | +6.9% | -12.1% | -5.9% |
| YTD | +13.2% | -29.6% | +42.9% | +16.4% |
| 1Y | +15.3% | -29.5% | +44.9% | +18.5% |
| 3Y | +57.4% | -8.1% | +65.6% | +57.4% |
| 5Y | -61.7% | -23.4% | -38.3% | -62.5% |
| All | +57.6% | -3.2% | +60.7% | +93.5% |
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