+346.9%
HCA vs ZS
+498.3%
-151.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.7% | +1.3% |
| 7D | +5.4% | -3.1% | +8.5% | +5.6% |
| 30D | +3.0% | -7.2% | +10.2% | +3.4% |
| 3M | +13.0% | +30.5% | -17.5% | +11.0% |
| 6M | -20.3% | +7.0% | -27.2% | -21.4% |
| YTD | -8.2% | -26.8% | +18.6% | -7.3% |
| 1Y | +6.7% | -42.6% | +49.3% | +9.4% |
| 3Y | +60.4% | -0.3% | +60.7% | +55.8% |
| 5Y | +73.4% | -39.2% | +112.6% | +67.8% |
| All | +346.9% | +498.3% | -151.4% | +254.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling