-42.4%
HIMS vs ZS
-37.1%
-5.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.1% | +0.2% |
| 7D | -3.9% | -7.8% | +3.9% | -2.9% |
| 30D | -12.4% | +5.0% | -17.5% | -13.0% |
| 3M | -1.1% | +25.5% | -26.6% | -3.8% |
| 6M | +68.4% | +8.7% | +59.8% | +56.2% |
| YTD | -14.7% | -24.5% | +9.8% | -11.1% |
| 1Y | -42.4% | -36.7% | -5.7% | -45.4% |
| All | -42.4% | -37.1% | -5.3% | -45.4% |
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