+227.1%
HAL vs ZBH
+287.8%
-60.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.1% |
| 7D | +2.9% | -2.8% | +5.7% | +4.6% |
| 30D | +17.0% | -0.1% | +17.1% | +16.9% |
| 3M | -9.7% | +13.4% | -23.1% | -16.8% |
| 6M | +8.6% | +3.0% | +5.7% | +4.2% |
| YTD | +33.0% | +9.7% | +23.3% | +23.0% |
| 1Y | +68.3% | -5.4% | +73.7% | +66.3% |
| 3Y | +0.1% | -15.6% | +15.7% | +2.0% |
| 5Y | +102.6% | -28.1% | +130.7% | +119.6% |
| 10Y | +3.8% | -15.2% | +19.1% | +2.7% |
| All | +227.1% | +287.8% | -60.7% | +22.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling