-37.7%
HIMS vs ZS
-31.8%
-5.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.8% |
| 7D | -9.1% | -12.3% | +3.2% | -7.5% |
| 30D | -10.1% | +11.2% | -21.4% | -11.2% |
| 3M | -17.1% | +37.5% | -54.6% | -20.1% |
| 6M | -2.2% | +57.8% | -60.1% | -11.5% |
| YTD | -17.9% | -0.2% | -17.7% | -22.4% |
| 1Y | -37.7% | -31.6% | -6.1% | -39.3% |
| All | -37.7% | -31.8% | -5.9% | -39.3% |
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