+12.6%
HAS vs ZCMD
-100.0%
+112.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.4% |
| 7D | -3.1% | -1.4% | -1.7% | -3.1% |
| 30D | -2.7% | -21.6% | +18.9% | -2.6% |
| 3M | +8.9% | -67.4% | +76.3% | +9.0% |
| 6M | -2.9% | -99.4% | +96.5% | +1.4% |
| YTD | +12.6% | -99.7% | +112.4% | +18.8% |
| 1Y | +17.5% | -99.9% | +117.4% | +25.2% |
| 3Y | +46.2% | -100.0% | +146.2% | +61.3% |
| 5Y | +12.6% | -100.0% | +112.6% | +22.5% |
| All | +12.6% | -100.0% | +112.6% | +22.5% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling