-76.7%
ZM vs HTZ
-92.5%
+15.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -8.4% | +9.6% | +1.9% |
| 7D | -5.9% | -14.6% | +8.7% | -4.8% |
| 30D | -5.2% | -20.8% | +15.6% | -3.6% |
| 3M | -11.3% | -18.8% | +7.5% | -10.7% |
| 6M | -14.5% | -74.7% | +60.2% | -5.5% |
| YTD | +4.2% | -68.1% | +72.3% | +11.0% |
| 1Y | +9.3% | -73.5% | +82.8% | +18.5% |
| 3Y | +45.4% | -81.8% | +127.2% | +55.0% |
| 5Y | -66.0% | -95.2% | +29.2% | -57.9% |
| All | -76.7% | -92.5% | +15.8% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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