-16.9%
HAL vs ZBH
+26.1%
-43.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.0% |
| 7D | +6.1% | -2.3% | +8.3% | +5.9% |
| 30D | +2.9% | +12.5% | -9.6% | +3.6% |
| 3M | +3.3% | +3.9% | -0.6% | +3.7% |
| 6M | -16.9% | +25.4% | -42.3% | -19.6% |
| All | -16.9% | +26.1% | -43.0% | -19.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling