-6.4%
HAL vs ZBH
-0.3%
-6.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.3% |
| 7D | +6.1% | -2.3% | +8.3% | +6.3% |
| 30D | +2.9% | +12.5% | -9.6% | +1.2% |
| 3M | +3.3% | +3.9% | -0.6% | +2.7% |
| 6M | -16.9% | +25.4% | -42.3% | -20.1% |
| YTD | +21.2% | +15.7% | +5.5% | +17.5% |
| 1Y | +27.5% | +15.2% | +12.4% | +23.7% |
| 3Y | -6.4% | +0.3% | -6.8% | -5.7% |
| All | -6.4% | -0.3% | -6.1% | -5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling