+392.8%
HL vs ZBH
-20.7%
+413.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.4% |
| 7D | -4.4% | -4.7% | +0.3% | -3.4% |
| 30D | +9.3% | -4.5% | +13.8% | +10.3% |
| 3M | +32.0% | +7.6% | +24.4% | +29.3% |
| 6M | -6.4% | +0.3% | -6.7% | -6.6% |
| YTD | +3.1% | +4.5% | -1.4% | +2.0% |
| 1Y | +77.6% | -9.4% | +86.9% | +80.6% |
| 3Y | +392.8% | -21.5% | +414.3% | +437.2% |
| All | +392.8% | -20.7% | +413.5% | +437.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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