-12.8%
HAL vs ZS
+599.9%
-612.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.1% |
| 7D | +6.1% | -2.6% | +8.7% | +6.3% |
| 30D | +2.9% | -12.8% | +15.7% | +3.9% |
| 3M | +3.3% | +2.3% | +1.1% | +2.8% |
| 6M | -16.9% | +26.3% | -43.2% | -19.3% |
| YTD | +21.2% | -14.4% | +35.6% | +20.8% |
| 1Y | +27.5% | -37.6% | +65.2% | +30.6% |
| 3Y | -6.4% | +8.0% | -14.5% | -9.6% |
| 5Y | +58.0% | -44.9% | +102.9% | +54.0% |
| All | -12.8% | +599.9% | -612.7% | -36.6% |
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