+182.8%
HIMS vs ZS
+244.1%
-61.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.1% | +0.9% |
| 7D | -3.9% | -7.8% | +3.9% | -1.6% |
| 30D | -12.4% | +5.0% | -17.5% | -14.0% |
| 3M | -1.1% | +25.5% | -26.6% | -8.3% |
| 6M | +68.4% | +8.7% | +59.8% | +54.9% |
| YTD | -14.7% | -24.5% | +9.8% | -12.3% |
| 1Y | -42.4% | -36.7% | -5.7% | -37.5% |
| 3Y | +304.5% | +7.2% | +297.3% | +269.3% |
| 5Y | +237.5% | -40.9% | +278.4% | +230.9% |
| All | +182.8% | +244.1% | -61.4% | +163.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling