-2.6%
HD vs ZS
-39.0%
+36.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | +1.5% | -2.6% | +4.1% | +1.4% |
| 30D | +18.0% | -12.8% | +30.8% | +17.4% |
| 3M | +2.8% | +2.3% | +0.5% | +2.9% |
| 6M | +17.0% | +26.3% | -9.3% | +18.6% |
| YTD | +3.5% | -14.4% | +18.0% | +4.6% |
| 1Y | -2.6% | -37.6% | +35.0% | -1.6% |
| All | -2.6% | -39.0% | +36.4% | -1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling