-77.0%
ZM vs HTZ
-91.9%
+14.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -20.8% | +17.5% | -1.4% |
| 7D | -9.1% | -7.7% | -1.3% | -8.6% |
| 30D | -5.7% | -13.1% | +7.4% | -4.9% |
| 3M | -11.7% | +14.7% | -26.5% | -14.3% |
| 6M | -18.6% | -70.6% | +52.0% | -11.3% |
| YTD | +2.9% | -65.2% | +68.1% | +8.9% |
| 1Y | +6.3% | -73.2% | +79.5% | +15.3% |
| 3Y | +41.0% | -80.8% | +121.8% | +50.4% |
| 5Y | -66.4% | -94.8% | +28.3% | -58.7% |
| All | -77.0% | -91.9% | +14.8% | -71.4% |
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