+141.5%
HIMS vs ZS
-45.5%
+187.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -24.1% | -2.6% | -21.5% | -23.3% |
| 30D | -28.8% | -12.8% | -16.0% | -25.2% |
| 3M | -31.4% | +2.3% | -33.7% | -32.9% |
| 6M | -18.3% | +26.3% | -44.5% | -30.9% |
| YTD | -39.2% | -14.4% | -24.8% | -40.6% |
| 1Y | -45.3% | -37.6% | -7.6% | -38.6% |
| 3Y | +181.9% | +8.0% | +173.8% | +141.9% |
| All | +141.5% | -45.5% | +187.0% | +143.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling