-4.5%
HAL vs ZBH
-19.5%
+15.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | -0.1% |
| 7D | +0.5% | -5.2% | +5.7% | +1.3% |
| 30D | +15.9% | -2.4% | +18.3% | +16.3% |
| 3M | -8.7% | +8.3% | -17.0% | -10.2% |
| 6M | +9.0% | +0.7% | +8.4% | +8.3% |
| YTD | +32.0% | +5.3% | +26.7% | +29.7% |
| 1Y | +72.5% | -9.1% | +81.5% | +74.0% |
| 3Y | -4.5% | -19.7% | +15.1% | -3.0% |
| All | -4.5% | -19.5% | +15.0% | -3.0% |
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