+111.9%
HAL vs ZBH
-31.0%
+142.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -1.3% | -4.9% | +3.6% | -0.1% |
| 30D | +10.9% | -3.2% | +14.1% | +11.7% |
| 3M | -5.8% | +5.8% | -11.7% | -7.6% |
| 6M | +8.1% | +2.0% | +6.1% | +6.5% |
| YTD | +33.2% | +5.8% | +27.4% | +29.8% |
| 1Y | +74.2% | -7.9% | +82.1% | +75.4% |
| 3Y | -3.7% | -19.4% | +15.7% | +0.2% |
| 5Y | +111.9% | -29.5% | +141.4% | +124.7% |
| All | +111.9% | -31.0% | +142.8% | +124.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling