+54.0%
ZM vs THC
+1,040.5%
-986.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.3% | -0.7% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -10.0% | +1.5% | -11.5% | -10.1% |
| 3M | +1.6% | +59.9% | -58.3% | -0.4% |
| 6M | +25.0% | +11.0% | +14.0% | +24.3% |
| YTD | +10.6% | +32.6% | -22.0% | +9.1% |
| 1Y | +14.0% | +37.4% | -23.4% | +12.1% |
| 3Y | +32.5% | +252.5% | -220.1% | +24.6% |
| 5Y | -68.3% | +262.3% | -330.7% | -70.8% |
| All | +54.0% | +1,040.5% | -986.6% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded THC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling