+25.0%
HL vs ZS
-31.8%
+56.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -0.3% | +13.5% | +13.2% |
| 7D | +0.2% | -12.3% | +12.5% | 0.0% |
| 30D | -12.1% | +11.2% | -23.3% | -11.8% |
| 3M | -2.8% | +37.5% | -40.3% | -2.0% |
| 6M | -14.9% | +57.8% | -72.8% | -11.7% |
| YTD | -22.0% | -0.2% | -21.8% | -19.4% |
| 1Y | +25.0% | -31.6% | +56.6% | +31.8% |
| All | +25.0% | -31.8% | +56.8% | +31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling