-10.9%
HAL vs ZS
+14.2%
-25.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.1% |
| 7D | -6.5% | -13.4% | +6.9% | -5.3% |
| 30D | -2.1% | -16.6% | +14.5% | -0.5% |
| 3M | -4.9% | +10.3% | -15.2% | -6.0% |
| 6M | -19.3% | +28.1% | -47.4% | -22.3% |
| YTD | +14.3% | -13.3% | +27.6% | +16.2% |
| 1Y | +17.3% | -40.7% | +58.0% | +28.4% |
| 3Y | -10.9% | +11.4% | -22.3% | -21.7% |
| All | -10.9% | +14.2% | -25.1% | -21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling