+36.3%
HBAN vs ZS
-38.5%
+74.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.1% | +0.7% |
| 7D | -1.0% | -3.1% | +2.1% | -0.7% |
| 30D | -5.6% | -7.2% | +1.6% | -5.0% |
| 3M | -1.1% | +30.5% | -31.6% | -4.6% |
| 6M | +9.9% | +7.0% | +2.9% | +6.6% |
| YTD | -0.9% | -26.8% | +25.9% | +1.0% |
| 1Y | -1.4% | -42.6% | +41.2% | +3.7% |
| 3Y | +78.2% | -0.3% | +78.5% | +70.6% |
| All | +36.3% | -38.5% | +74.8% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling