+133.9%
HL vs ZS
-37.1%
+171.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.5% | +2.0% | -2.3% |
| 7D | +1.5% | -7.8% | +9.3% | +1.8% |
| 30D | +25.1% | +5.0% | +20.0% | +24.8% |
| 3M | +22.9% | +25.5% | -2.6% | +21.9% |
| 6M | -4.9% | +8.7% | -13.6% | -3.6% |
| YTD | +7.8% | -24.5% | +32.3% | +16.0% |
| 1Y | +133.9% | -36.7% | +170.6% | +152.9% |
| All | +133.9% | -37.1% | +171.0% | +152.9% |
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