+22.4%
ZM vs HSY
-3.5%
+25.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.1% | +4.3% | +3.2% |
| 7D | +2.9% | -3.3% | +6.2% | +2.8% |
| 30D | +0.7% | -2.8% | +3.5% | +0.6% |
| 3M | -3.7% | -4.5% | +0.8% | -4.2% |
| 6M | +29.9% | -24.2% | +54.1% | +24.8% |
| YTD | +17.4% | -2.7% | +20.2% | +17.1% |
| 1Y | +22.4% | -3.7% | +26.1% | +21.9% |
| All | +22.4% | -3.5% | +25.9% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 1y: compounded portfolio wealth divided by compounded HSY 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…
1y analysis · Full analysis span regression · 6 months rolling