+75.6%
HST vs ZBH
+11.3%
+64.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +13.5% | -12.2% | -0.4% |
| 7D | +3.3% | +14.3% | -11.0% | +1.5% |
| 30D | +16.4% | +20.3% | -3.9% | +13.5% |
| 3M | +5.5% | +15.3% | -9.8% | +3.4% |
| 6M | +31.1% | +33.9% | -2.8% | +26.0% |
| YTD | +55.9% | +23.5% | +32.4% | +51.5% |
| 1Y | +75.6% | +7.9% | +67.7% | +72.4% |
| All | +75.6% | +11.3% | +64.3% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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