Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • HAS vs ZCMD✓SelectedUSD · ZCMDHAS vs ZCMD performance historyLatest closeAs of-0.51%09/04
Stock and ETF performance explorer

HAS vs ZCMD

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+18.8%
ZCMD return
-99.9%
Excess return
+118.7%
Maximum drawdown
-27.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioZCMDExcessAlpha
1D-0.5%-3.8%+3.3%-0.5%
7D-1.8%-8.0%+6.2%-1.8%
30D+2.3%-27.9%+30.2%+2.3%
3M+10.4%-74.6%+85.0%+12.0%
6M-3.2%-99.5%+96.2%+3.4%
YTD+15.4%-99.7%+115.2%+25.1%
1Y+18.8%-99.9%+118.7%+32.8%
All+18.8%-99.9%+118.7%+32.8%

Cumulative growth

Daily Returns

Daily percentage return beside ZCMD.

Daily Out/Under-Performance

Portfolio return minus ZCMD return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ZCMD 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 ZCMD 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