-3.1%
HON vs ZS
-41.7%
+38.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | +0.1% |
| 7D | -3.5% | -3.1% | -0.4% | -3.5% |
| 30D | -13.8% | -7.2% | -6.5% | -13.8% |
| 3M | -11.7% | +30.5% | -42.2% | -11.3% |
| 6M | -18.7% | +7.0% | -25.7% | -17.8% |
| YTD | +0.2% | -26.8% | +27.1% | +1.5% |
| 1Y | -3.1% | -42.6% | +39.5% | +0.6% |
| All | -3.1% | -41.7% | +38.6% | +0.6% |
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