+34.0%
ZM vs PHM
+50.2%
-16.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | -0.1% |
| 7D | +0.3% | -3.9% | +4.2% | +1.0% |
| 30D | -10.3% | -8.6% | -1.7% | -9.0% |
| 3M | -0.7% | -2.9% | +2.3% | -0.5% |
| 6M | +24.8% | -5.7% | +30.5% | +25.3% |
| YTD | +11.5% | +1.9% | +9.6% | +9.5% |
| 1Y | +12.3% | -12.3% | +24.7% | +13.9% |
| All | +34.0% | +50.2% | -16.2% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 3y: compounded portfolio wealth divided by compounded PHM 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…
3y analysis · Full analysis span regression · 6 months rolling