-67.1%
ZM vs HRB
+114.1%
-181.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -5.7% | -8.0% | +2.3% | -4.0% |
| 30D | -9.1% | -16.0% | +6.9% | -5.8% |
| 3M | +3.5% | +26.9% | -23.3% | -2.4% |
| 6M | +25.7% | +51.1% | -25.5% | +13.7% |
| YTD | +10.8% | +7.1% | +3.7% | +7.7% |
| 1Y | +12.8% | -9.6% | +22.4% | +13.5% |
| 3Y | +33.1% | +25.4% | +7.7% | +20.8% |
| All | -67.1% | +114.1% | -181.1% | -72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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