-73.8%
ZM vs HTZ
-89.5%
+15.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.3% | +1.9% | +3.1% |
| 7D | +2.9% | +7.5% | -4.5% | +2.3% |
| 30D | +0.7% | +47.4% | -46.8% | -3.9% |
| 3M | -3.7% | -54.9% | +51.2% | +1.5% |
| 6M | +29.9% | -47.0% | +76.9% | +33.1% |
| YTD | +17.4% | -55.3% | +72.7% | +22.1% |
| 1Y | +22.4% | -57.6% | +80.0% | +26.2% |
| 3Y | +41.3% | -86.6% | +127.9% | +70.1% |
| 5Y | -66.0% | -86.1% | +20.1% | -58.1% |
| All | -73.8% | -89.5% | +15.8% | -67.9% |
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