+198.1%
HAL vs ZBH
+309.2%
-111.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.8% |
| 7D | +6.1% | -2.3% | +8.3% | +7.3% |
| 30D | +2.9% | +12.5% | -9.6% | -4.8% |
| 3M | +3.3% | +3.9% | -0.6% | -0.6% |
| 6M | -16.9% | +25.4% | -42.3% | -28.8% |
| YTD | +21.2% | +15.7% | +5.5% | +7.1% |
| 1Y | +27.5% | +15.2% | +12.4% | +12.8% |
| 3Y | -6.4% | +0.3% | -6.8% | -14.7% |
| 5Y | +58.0% | -16.1% | +74.1% | +54.8% |
| 10Y | -14.6% | +17.8% | -32.5% | -29.9% |
| All | +198.1% | +309.2% | -111.1% | +6.3% |
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