+210.1%
HIMS vs ZS
-38.5%
+248.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.4% | 0.0% |
| 7D | -0.7% | -3.1% | +2.4% | +0.4% |
| 30D | -8.2% | -7.2% | -1.0% | -6.1% |
| 3M | -4.7% | +30.5% | -35.2% | -15.0% |
| 6M | +6.3% | +7.0% | -0.7% | -4.3% |
| YTD | -15.3% | -26.8% | +11.6% | -11.3% |
| 1Y | -46.9% | -42.6% | -4.2% | -38.4% |
| 3Y | +321.3% | -0.3% | +321.6% | +274.7% |
| All | +210.1% | -38.5% | +248.7% | +184.4% |
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 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