-4.5%
HAL vs ZS
+0.9%
-5.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | -0.3% |
| 7D | +0.5% | -9.2% | +9.7% | +1.3% |
| 30D | +15.9% | -4.0% | +19.9% | +16.2% |
| 3M | -8.7% | +25.3% | -34.0% | -11.0% |
| 6M | +9.0% | -1.3% | +10.3% | +7.9% |
| YTD | +32.0% | -28.0% | +60.0% | +36.4% |
| 1Y | +72.5% | -42.5% | +115.0% | +84.8% |
| 3Y | -4.5% | +0.7% | -5.3% | -7.1% |
| All | -4.5% | +0.9% | -5.4% | -7.1% |
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