-15.0%
HAL vs ZS
+604.7%
-619.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +3.9% | +3.4% |
| 7D | -0.2% | -13.7% | +13.4% | +0.9% |
| 30D | +1.0% | -14.2% | +15.2% | +2.1% |
| 3M | -2.1% | +8.5% | -10.7% | -3.1% |
| 6M | -17.5% | +30.2% | -47.7% | -20.1% |
| YTD | +18.1% | -13.8% | +32.0% | +17.7% |
| 1Y | +19.7% | -41.5% | +61.2% | +23.3% |
| 3Y | -7.9% | +10.7% | -18.6% | -11.2% |
| 5Y | +53.1% | -43.6% | +96.7% | +48.9% |
| All | -15.0% | +604.7% | -619.7% | -38.3% |
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