-4.3%
HAL vs ZS
+517.5%
-521.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | -0.2% |
| 7D | +2.9% | -7.8% | +10.8% | +3.6% |
| 30D | +17.0% | +5.0% | +12.0% | +16.5% |
| 3M | -9.7% | +25.5% | -35.2% | -11.5% |
| 6M | +8.6% | +8.7% | -0.1% | +6.6% |
| YTD | +33.0% | -24.5% | +57.5% | +34.2% |
| 1Y | +68.3% | -36.7% | +105.0% | +72.2% |
| 3Y | +0.1% | +7.2% | -7.1% | -3.0% |
| 5Y | +102.6% | -40.9% | +143.5% | +97.3% |
| All | -4.3% | +517.5% | -521.7% | -29.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling