+45.9%
HLT vs ZS
-31.8%
+77.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.5% |
| 7D | +7.7% | -12.3% | +20.0% | +7.2% |
| 30D | +19.1% | +11.2% | +7.9% | +19.5% |
| 3M | +20.7% | +37.5% | -16.8% | +22.3% |
| 6M | +21.0% | +57.8% | -36.8% | +22.8% |
| YTD | +31.3% | -0.2% | +31.5% | +34.1% |
| 1Y | +45.9% | -31.6% | +77.5% | +54.4% |
| All | +45.9% | -31.8% | +77.7% | +54.4% |
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 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