+67.6%
HAL vs ZS
-41.6%
+109.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.9% |
| 7D | -1.3% | -3.8% | +2.5% | -1.3% |
| 30D | +10.9% | -6.0% | +16.9% | +10.9% |
| 3M | -5.8% | +32.0% | -37.8% | -6.0% |
| 6M | +8.1% | +2.1% | +6.0% | +9.3% |
| YTD | +33.2% | -26.2% | +59.4% | +35.4% |
| All | +67.6% | -41.6% | +109.2% | +80.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling