+286.2%
HLT vs ZS
+498.3%
-212.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.1% |
| 7D | -1.6% | -3.1% | +1.5% | -1.2% |
| 30D | -5.0% | -7.2% | +2.2% | -4.4% |
| 3M | -10.4% | +30.5% | -40.9% | -13.7% |
| 6M | +3.2% | +7.0% | -3.7% | -0.1% |
| YTD | +6.7% | -26.8% | +33.6% | +8.4% |
| 1Y | +10.3% | -42.6% | +52.9% | +15.4% |
| 3Y | +99.3% | -0.3% | +99.6% | +89.8% |
| 5Y | +143.7% | -39.2% | +182.9% | +133.9% |
| All | +286.2% | +498.3% | -212.1% | +188.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling