+2.6%
HAL vs ZBH
-16.2%
+18.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -1.3% |
| 7D | -3.3% | -4.7% | +1.4% | -0.8% |
| 30D | +8.2% | -4.5% | +12.7% | +10.7% |
| 3M | -9.4% | +7.6% | -17.0% | -14.2% |
| 6M | +0.6% | +0.3% | +0.4% | -2.1% |
| YTD | +28.6% | +4.5% | +24.0% | +21.8% |
| 1Y | +63.9% | -9.4% | +73.3% | +66.1% |
| 3Y | -7.1% | -21.5% | +14.4% | -0.5% |
| 5Y | +102.3% | -28.4% | +130.7% | +121.0% |
| All | +2.6% | -16.2% | +18.7% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 10y: compounded portfolio wealth divided by compounded ZBH 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…
10y analysis · Full analysis span regression · 6 months rolling