-4.1%
HAL vs ZS
+504.0%
-508.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.7% |
| 7D | -1.3% | -3.8% | +2.5% | -1.0% |
| 30D | +10.9% | -6.0% | +16.9% | +11.3% |
| 3M | -5.8% | +32.0% | -37.8% | -8.2% |
| 6M | +8.1% | +2.1% | +6.0% | +6.7% |
| YTD | +33.2% | -26.2% | +59.4% | +34.7% |
| 1Y | +74.2% | -41.2% | +115.3% | +79.3% |
| 3Y | -3.7% | +3.3% | -7.0% | -6.4% |
| 5Y | +111.9% | -40.7% | +152.6% | +106.3% |
| All | -4.1% | +504.0% | -508.1% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 10y: compounded portfolio wealth divided by compounded ZS 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…
10y analysis · Full analysis span regression · 6 months rolling