+55.5%
ZM vs HRB
+131.9%
-76.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -6.5% | +1.6% | -4.7% |
| 7D | +1.6% | -9.1% | +10.7% | +1.8% |
| 30D | -7.7% | +0.3% | -8.0% | -7.7% |
| 3M | -4.7% | +23.4% | -28.0% | -5.1% |
| 6M | +24.4% | +45.1% | -20.7% | +23.7% |
| YTD | +11.8% | +8.9% | +2.9% | +10.7% |
| 1Y | +13.4% | -7.9% | +21.3% | +11.9% |
| 3Y | +33.8% | +27.9% | +5.9% | +34.8% |
| 5Y | -67.2% | +108.3% | -175.5% | -64.0% |
| All | +55.5% | +131.9% | -76.4% | +112.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling