+320.2%
HIMS vs ZS
+0.7%
+319.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | -0.1% | -1.1% |
| 7D | -1.4% | -8.1% | +6.7% | +1.3% |
| 30D | -10.1% | -8.4% | -1.6% | -7.8% |
| 3M | -1.2% | +31.1% | -32.3% | -10.9% |
| 6M | +16.9% | +4.4% | +12.5% | +5.8% |
| YTD | -15.5% | -27.3% | +11.8% | -9.1% |
| 1Y | -42.6% | -41.4% | -1.2% | -31.3% |
| All | +320.2% | +0.7% | +319.5% | +253.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling