+49.7%
HBAN vs ZS
+504.0%
-454.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.3% | -0.9% |
| 7D | -1.5% | -3.8% | +2.4% | -1.2% |
| 30D | -5.5% | -6.0% | +0.5% | -5.2% |
| 3M | -0.2% | +32.0% | -32.2% | -2.3% |
| 6M | +5.2% | +2.1% | +3.0% | +3.9% |
| YTD | -2.3% | -26.2% | +23.9% | -1.4% |
| 1Y | -2.2% | -41.2% | +39.0% | +0.1% |
| 3Y | +73.8% | +3.3% | +70.5% | +70.4% |
| 5Y | +35.2% | -40.7% | +76.0% | +31.5% |
| All | +49.7% | +504.0% | -454.3% | +26.6% |
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